Customer Operations Executive

1 week ago


Ajmer, Rajasthan, India Bharti AXA Life Insurance Full time ₹ 4,00,000 - ₹ 8,00,000 per year

Role & responsibilities

1.Proactively reach out to policyholders for renewal premium collections

2. Conduct fields visits to meet customers and facilitate premium payments

3. Identify and engage lapsed policyholders to encourage policy revival

4. Identify upselling and cross selling opportunities for additional insurance products

5. Engage with customers walk in for surrender and provide solutions and alternatives to retain the customer

6. Achieve collection and retention targets as per company objectives

Maintain accurate records of customer interactions, payment collections and surrender retention efforts.

Preferred candidate profile

  • Fresher can be consider,
  • Candidate who is comfortable for field job
  • Candidate should have their own vehicle

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