Key Responsibilities

- Contact existing policyholders through calls and other communication channels to ensure timely premium payments and policy renewals.

- Follow up with customers whose policies are approaching renewal or are at risk of lapsing.

- Understand customer concerns and provide appropriate information regarding policy perks, premium payments, renewal, and policy servicing.

- Identify reasons for potential policy lapses and take appropriate retention measures.

- Maintain regular follow-ups with customers and ensure effective closure of customer requests.

- Coordinate with internal teams for resolution of service-related issues.

- Build and maintain strong relationships with existing customers to improve customer satisfaction and policy persistency.

- Maintain accurate records of customer interactions, follow-ups, and outcomes.

- Achieve assigned targets related to renewal, retention, persistency,



and customer engagement.

- Ensure all customer interactions and activities are carried out in accordance with company policies and regulatory requirements.

- Greet and assist walk-in customers, addressing inquiries on policy details, renewals, claims status, and premium payments.

- Identify opportunities to upsell existing customers (e.g., increasing sum assured) and cross-sell complementary products like critical illness riders or investment-linked plans.

- Process applications, documentation, and KYC requirements accurately, while ensuring compliance with IRDAI regulations and company guidelines.

For more information please call Sreelakshmi@(phone hidden) or Gopakumar@(phone hidden)

📌 Life insurance - Branch Customer Service - 4 lacs (Hubballi)
🏢 Wego Consultants
📍 Hubballi