Customer Retention Executive

2 days ago

Raipur, Chhattisgarh, India Bwise Solutions Full time ₹ 8,00,000 - ₹ 12,00,000 per year
  • Manage customer retention and renewal activities for existing life insurance policyholders through bank branch partnerships.
  • Coordinate with bank relationship managers to identify renewal due policies and drive timely premium collection.
  • Conduct customer follow-ups via calls, emails, and branch visits to ensure high renewal conversion.
  • Analyze lapse and surrender data to identify risk segments and implement retention strategies.
  • Educate customers on the benefits of policy continuation, product features, and long-term savings impact.
  • Provide exceptional post-sales service and handle customer queries or grievances related to policy renewals.
  • Track and report renewal performance metrics at branch/region level and share insights for improvement.
  • Work closely with training, sales, and operations teams to drive awareness and compliance on renewal processes.

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