Associate Persistency

2 weeks ago


Kolkata, West Bengal, India Bandhan Life Full time ₹ 3,00,000 - ₹ 6,00,000 per year

Role Details:

Department: Customer Service

Designation: Associate Customer Service

Employment type: Off roll

Key Focus areas:

  • Outcall Bandhan Customer for the renewal payment and pursuing them to renew their policies.
  • Outcall Bandhan customer for Lapse policies and pursuing them to Reinstate their lapse policies.
  • Pitching the customer to convert to Auto debit pay where the customer has not opted for Auto debit payment option.
  • Calling and informing customer about the short fall of premium if any or document requirement for the reinstatement of the policies.
  • To collate the calling data from the team members in excel if required.
  • Send Digital communications on Deep Lapse and HNI Due & Grace on Timely basis.
  • Resolving the customer compliant or queries by follow up with concern department basis which customer pays. the pending premium.
  • Emailing and messaging the customer for his query and renewal premium or auto debit related issues.
  • Raising customer request or query in CRM tool or raising SR for IT resolution of the customer query.
  • Working on excel and updating the MIS as and when required for the activities done by team.
  • Call quality calibration on a fortnightly basis.
  • Any adhoc activities required from the management for the customer satisfaction

Competencies required:

  • Excellent communication skills
  • Good computer knowledge (E.g. knowledge of MS Office Suite)
  • 1 - 2 years of experience in customer service
  • Graduate / undergraduate


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