To give personal care by visits, Whatsapp calls & high touch engagement with

existing customers. To leverage the expertise of this team in relationship

Management, customer service to build & maintain robust, lasting

relationships with policyholders, ensuring their financial security.

To introduce new products, riders, improve claim readiness, customer service

& branch surrender retention.

Key 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

7. Maintain accurate records of customer interactions, payment collections and

surrender retention efforts.Role & responsibilities

📌 Apprentice Trainee Sales -Back office (Cuttack)
🏢 Bharti AXA Life Insurance
📍 Cuttack