Customer Retention Specialist

2 weeks ago


Gurgaon, Haryana, India Prudent Insurance Brokers Pvt Ltd. Full time
Job Summary

At Prudent Insurance Brokers Pvt Ltd., we are seeking a skilled Customer Retention Manager to join our team. As a key member of our organization, you will be responsible for managing the Employee Benefits portfolio of our corporate clients.

Key Responsibilities:
  • Implement a delivery strategy to ensure customer satisfaction, dependence, and service patronage.
  • Build and maintain effective relationships with key corporate customers.
  • Communicate with clients to identify their requirements and make necessary adjustments to meet client needs.
  • Utilize various mediums to engage with customers and provide quick assistance and resolution.
  • Keep customers updated on the latest products and service offerings.
  • Expand the customer base by upselling and cross-selling.
  • Ensure agreed deliverables are met in a timely manner.
  • Collaborate with relevant stakeholders to ensure customer satisfaction.
Desired Profile:
  • Excellent communication skills.
  • Good listening skills and ability to determine clients' needs efficiently.
  • Proficient in using Excel, Word, and PowerPoint.
  • Good technical knowledge about Employee health Insurance/General Insurance products.
  • Experience in General Insurance/Insurance Brokers.
  • Years of experience: 5 to 9 years.
  • Education qualification: Bachelor's Degree, Master's Degree.
  • Certifications: Any Insurance Qualification (preferred).


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