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 current products, riders, improve claim readiness, customer service
& branch surrender retention.
Key Responsibilities
Proactively reach out to policyholders for renewal premium collections
Conduct fields visits to meet customers and facilitate premium payments
Identify and engage lapsed policyholders to encourage policy revival
Identify upselling and cross selling prospects for additional insurance
products
Engage with customers walk in for surrender and provide solutions and
alternatives to retain the customer
Achieve collection and retention targets as per company objectives
Maintain accurate records of customer interactions, payment collections and