Customer Retention Officer

Axis Max Life; Delhi; On-site; INR 300,000 - 500,000; Full time

Job summary

Axis Max Life in Delhi is looking for a candidate to handle renewal collections through customer interactions and ensure high retention rates. Responsibilities include maintaining customer trackers, resolving queries, and facilitating policy continuation through various tools.

The ideal candidate should be a graduate with experience in insurance and customer service. Strong communication skills are essential for success in this role. Apply now to join a dynamic team!

Qualifications

• Prior experience in insurance and customer services.
• Experience in renewal retention team is an added advantage.

Responsibilities

• Renewal collection through customer calls or visits.
• Maintain daily customer trackers and review with the manager.
• Handle customer escalations and resolve queries.

Skills

Customer Service

Insurance Knowledge

Communication

Education

Graduation in any stream

Job description

Job Description

Role & responsibility:

• Renewal collection and persistency through customer calling or physical visits to customer residences with prior appointment.
• Ensure maintenance and sharing of daily customer trackers and conversion thereof, including review with Manager-Collections.
• Convince customers and get renewal premium and policy continuation to continue insurance and give retention tools like mode change, partial withdrawal, PUA surrender, loan etc.
• Timely deposit the cheque at the nearest MLI branch/bank branch within 24 hours of cheque collection.
• Effectively handle customer escalations, 100% resolution of customer queries & concerns including tracking of service requests raised, providing clarity to required customers on special revival scheme, change in term, short premium bucket to resolve financial constraint and retain customers.
• Ensure follow up on critical documents like Health Declaration Form, tele underwriting/home visits medical, ECS Mandate, complaint letters on silent grief and obtaining new contact details and updates through branch operations.

Preferred Candidate Profile

Graduation in any stream with prior experience in insurance, customer services profile. Prior experience in renewal retention team is an added advantage.