Roles & Responsibilities

Key Responsibilities

- Manage existing client relationships and ensure timely policy renewals.
- Achieve assigned retention, renewal and revenue targets.
- Follow up with clients for renewals, pending documents and payments.
- Identify cross-selling and upselling opportunities.
- Coordinate with insurers and internal teams for quotations, renewals and servicing.
- Handle client queries and ensure timely resolution.
- Maintain accurate CRM records and process hygiene.
- Prepare daily/weekly/monthly MIS and follow-up reports.
- Support client engagement and business growth from the existing portfolio.

Experience and Qualifications Required Skills & Qualification

- Graduate in any discipline; MBA/PGDM preferred.
- 2 4 years of experience in insurance, renewals, retention, sales or relationship management.
- Good communication, negotiation and follow-up skills.
- Target-oriented with positive knowledge of MS Excel and CRM.

Disclaimer: This job posting and Location 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.

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