Riskbirbal Insurance Broker Pvt. Ltd. is seeking a proactive and customer-focused Manager Retention to lead the policy retention function. The ideal candidate will be responsible for driving customer retention strategies, ensuring timely policy renewals, reducing customer churn, improving customer satisfaction, and leading a high-performing retention team. The role requires strong leadership, analytical skills, and a deep understanding of insurance renewal processes.

Key Responsibilities

- Develop and implement effective customer retention and policy renewal strategies to drive renewable business and maximize revenue through cross-selling and upselling insurance products to existing clients.

- Lead, mentor, and manage the Retention Team to achieve monthly and annual renewal targets.

- Monitor daily renewal pipelines and ensure timely follow-up with customers before policy expiry.

- Analyze customer retention trends, renewal ratios, and churn data to improve business performance.

- Coordinate with Sales, Operations, Claims, and Customer Support teams to enhance customer experience.

- Resolve customer escalations and ensure prompt resolution of service-related concerns.

- Build robust relationships with existing customers to improve loyalty and long-term business.





- Design customer engagement initiatives to increase policy renewals and cross-selling opportunities.

- Monitor team productivity, KPIs, and service quality through regular reviews.

- Prepare daily, weekly, and monthly MIS reports for management.

- Ensure compliance with IRDAI regulations, company policies, and internal processes.

- Conduct regular coaching, training, and performance reviews for team members.

Experience and Qualifications

Desired Candidate Profile

- Bachelors degree in Business Administration, Management, Insurance, or a related field. MBA will be an added advantage.

- 3 5 years of experience in the Insurance or Insurance Broking Industry.

- Strong knowledge of General Insurance products, policy renewals, and customer lifecycle management.

- Proven experience in leading and motivating teams to achieve retention targets.

- Excellent communication, negotiation, and customer relationship management skills.

- Strong analytical, reporting, and decision-making abilities.

- Proficiency in CRM systems, Microsoft Excel, and MIS reporting.

Disclaimer : This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

📌 Manager- Retention (New Delhi)
🏢 Riskbirbal Insurance Brokers
📍 New Delhi