Customer Retentions Advisor
1 week ago
**Roles and Responsibilities**
- Proactively reaching out to clients and ensure client engagement to be able to renew 100% of own clients.
- Garner additional sales through up sell/cross sell endeavor (50% Fresh via referrals or contacts and 50% retention).
- Efficient customer service for existing clients and understanding client needs
- Developing customized client pitch documents
- Ensuring smooth fulfillment of after sales process
- Responding to queries and solve them timely basis
- Coordination with insurance companies for claims settlement
- Help to develop and strengthen institutional mechanisms i.e., referral network, coordinate company outreach events etc.
- Ensure all technology tools are always updated with latest information, and coordinate with clients for necessary data collection.
- Work with underwriting team to raise RFQ 90 days before renewal. Anticipate client needs to design and negotiate products relevant to the customer. Leverage prevailing best practices to deliver optimal solution for the client
- Accountable for all client proposals, contracts and any other documentation following company procedures
- Maintain MIS on key performance indicator
- Commercial insurance experience, e.g. in group health, property and liability, is very useful
- B2B sales experience is a must
- Strong drive to handle clients and teams in an independent way.
**Desired Skills and Competencies**
- A strong problem-solving approach
- Strong communication and comfort in engaging with senior client executives
- Drive to build a large business and progress withing
- Proven ability to work and collaborate with other functions.
Pay: ₹400,000.00 - ₹500,000.00 per year
**Benefits**:
- Health insurance
- Paid time off
- Provident Fund
Schedule:
- Day shift
- Monday to Friday
Supplemental Pay:
- Commission pay
**Experience**:
- Customer retention: 1 year (required)
- Cross Sales: 1 year (required)
**Location**:
- Gurgaon, Haryana (required)
Work Location: In person
**Speak with the employer**
+91 8595123075
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