What are your roles and responsibilities?

 Customer Engagement & Retention- HNI

 Contact policyholders who have initiated surrender requests.

 Understand the reasons behind the surrender decision.

 Offer personalized solutions or alternatives to retain the customer (e.g., policy modifications, premium holidays, partial withdrawals).

 Educate customers on long-term advantages, tax benefits, and financial implications of surrendering.

 Suggest suitable products or riders that may better meet the customer’s needs.

 Understanding of the Market situations and funds allocation

 Update CRM systems with call details and follow-up actions.

 Generate daily/weekly reports on retention success rates and customer concerns.

 Collaborate with underwriting, claims, and customer service teams to resolve issues.

 Escalate complex cases to senior retention officers or managers.

2. What are the role’s deliverables/goals?

 Smooth and productive functioning of the Branch Office

 Relationship/Stakeholder management

 Understanding of Market situations

 Achievement of MoM Retention target

 Solid communication and persuasion skills.

 Empathy and active listening.

 Knowledge of life insurance products and financial planning.

 CRM and data entry proficiency.

 Patience and resilience in handling objections.

 Handling key projects

What are we looking for?

1. What are your roles and responsibilities?





 Customer Engagement & Retention- HNI  Contact policyholders who have initiated surrender requests.

 Understand the reasons behind the surrender decision.

 Offer personalized solutions or alternatives to retain the customer (e.g., policy modifications, premium holidays, partial withdrawals).

 Educate customers on long-term advantages, tax benefits, and financial implications of surrendering.

 Suggest suitable products or riders that may better meet the customer’s needs.

 Understanding of the Market situations and funds allocation

 Update CRM systems with call details and follow-up actions.

 Generate daily/weekly reports on retention success rates and customer concerns.

 Collaborate with underwriting, claims, and customer service teams to resolve issues.

 Escalate complex cases to senior retention officers or managers.

 Managing irate customers and ensure minimal escalation from customers and internal stakeholders

Gujarati & English Language is mandatory followed by other languages if any

Graduate in Commerce (preferred). Candidate with certification in life insurance domain would be preferred

Competencies

 Gujarati & English language required

 Facilitation, Negotiation, Planning & Organizing Skills

 Achievement orientation

 Proficiency in MS Office suite & Email drafting

Pay: ₹250,000.00 - ₹400,000.00 per year

Application Question(s)

- What is your Current annual CTC?
- What is your expected annual CTC?

Work Location: In person

📌 Renewal Operations- Surrender Retention (Malad)
🏢 Search Synergy
📍 Malad