Enhance Customer Retention

23 hours ago

Delhi Delhi NCR, India beBeeCustomer Full time ₹ 4,00,000 - ₹ 8,00,000

We are looking for a highly skilled Customer Engagement Specialist to join our team. The ideal candidate will have excellent communication and interpersonal skills, with the ability to build strong relationships with customers.

Key Responsibilities:
  • Renewal Collection and Persistency Targets:

The primary responsibility of this role is to achieve targets based on renewal collection and persistency through customer calling or physical visits with prior appointment.

This includes ensuring the maintenance and sharing of daily customer trackers and conversion thereof, including review with the Manager-Collections.

The goal is to convince customers to renew their premium and policy continuation, providing retention tools like mode change, partial withdrawal, PUA surrender, and loan etc.

Timely Deposit of Cheques:

The specialist must deposit cheques at the nearest MLI branch/bank branch within 24 hours of collection.

Customer Escalations and Resolution:

The role requires effective handling of customer escalations, 100% resolution of customer queries and concerns, including tracking of service requests raised, providing clarity to required customers on special revival schemes, changes in terms, short premium buckets to resolve financial constraints, and retaining customers.

Follow-up on Critical Documents:

The specialist ensures follow-up on critical documents such as Health Declaration Forms, tele-underwriting/home visits medical/ECS Mandate/complaint letters on silent grief, and obtaining new contact details through branch operations.

Requirements:
  • Excellent Communication Skills: Ability to communicate effectively with customers and colleagues.
  • Strong Interpersonal Skills: Building strong relationships with customers and colleagues.
  • Problem-solving Skills: Resolving customer queries and concerns efficiently.
  • Time Management: Meeting deadlines and achieving targets.

  • General Insurance Customer Retention Professional

    1 week ago

    Delhi, Delhi, India beBeeRetention Full time ₹ 9,00,000 - ₹ 12,00,000

    Renewals Specialist RoleWe are looking for a seasoned professional in the General Insurance industry to spearhead customer retention initiatives through strategic planning and data-driven analysis.The ideal candidate will play a pivotal role in enhancing the customer journey by improving retention metrics and driving business growth.Spearhead retention...

  • General Insurance Customer Retention Specialist

    2 weeks ago

    Delhi, Delhi, India beBeeRetention Full time ₹ 15,00,000 - ₹ 20,00,000

    Customer Retention SpecialistWe are seeking a professional to support customer retention initiatives through strategic planning and analysis in the General Insurance industry. A minimum of 3 years of relevant experience is required.Key Responsibilities:Support retention through effective business strategy and data-driven analysis.Benchmark industry...

  • Retention Executive

    1 week ago

    Delhi, Delhi, India Riskbirbal Insurance Brokers Pvt Ltd Full time

    As a Sales Executive specializing in Retention, you will be responsible for leading and executing strategies to retain existing customers, drive customer loyalty, and maximize revenue opportunities. Your primary focus will be on developing and implementing retention programs, managing customer relationships, and collaborating with cross-functional teams to...

  • Executive -retention

    1 week ago

    Delhi, India Petpooja Full time

    Delhi, India - Permanent - Renewal & Retention - 0 - 3 years Job Title: Executive -Retention **Job Description**: **Roles and Responsibilities**: *** - Conduct field visits to meet clients and strengthen relationships. - Collaborate with marketing and sales teams to develop retention strategies. - Analyze customer data to identify trends and areas for...

  • Sr. Retention Marketer

    3 days ago

    Delhi, Delhi, India Catalys Full time US$ 90,000 - US$ 1,20,000 per year

    We are looking for a skilled Sr. Retention Marketer with expertise in Klaviyo and inbound email marketing to join our team at Catalys, playing a crucial role in driving customer retention and engagement through innovative marketing strategies.Roles and ResponsibilityDevelop and execute multi-channel marketing campaigns to enhance customer retention and...

  • Customer Engagement and Retention Marketing Manager

    7 days ago

    Delhi, Delhi, India D Globalist. Full time

    About D Globalist D Globalist is a global business mobility ecosystem enabling startups and fast-growing companies to expand across borders. We are looking for a creative and data-driven  Engagement & Retention Marketing Manager who will be responsible for driving sustained user engagement, nurturing meaningful interactions, and building long-term loyalty...

  • Retention Officer

    4 days ago

    Delhi, Delhi, India Indusind Bank Full time

    Job DescriptionThe Retention Officer in Bancassurance will focus on retaining customers for insurance products offered through the bank.Responsibilities include managing customer relationships, resolving queries, ensuring customer satisfaction, and implementing retention strategies.The officer will also assist in cross-selling insurance products, managing...

  • Customer Retention

    1 week ago

    Delhi, Delhi, India Link-K Insurance TPA Private Limited Full time

    **We’re Growing - Join Our Team!** Looking for passionate professionals ready to take their career to the next level. **Position**:Customer Retention & Insurance Liaison (CRM) **Industry**:Insurance/TPA **Experience**:4 years+ **CTC**:3.5LPA to 5LPA **Location**:New Delhi **Roles & Responsibilities**: - Act as the primary point of contact between...

  • Retention Manager

    2 days ago

    Delhi, Delhi, India Tata Mutual Fund Full time

    Job DescriptionJob Description11103- Attending / retaining customers who apply for pre-closure of their existing loan with us.- Co-ordinating with Sales team across zones to expedite attending the customers who are not contactable / responding over phone.- Processing Rate reduction or incremental funding requirement of the customers with the help of sales...

  • Senior Customer Engagement Manager

    6 days ago

    Delhi NCR, India beBeeCustomer Full time ₹ 1,04,000 - ₹ 1,30,878

    Job Overview:The primary objective of this role is to oversee the company's CRM system, ensuring its optimal performance and efficiency.Key Responsibilities:CRM System Management: Develop and implement strategies to enhance customer satisfaction by managing and maintaining the company's CRM system.Lead Management: Oversee lead management, follow-ups, and...