Roles & Responsibilities

- Job Summary:

- Key Responsibilities:

- Proactively engage with customers to ensure policy renewals and minimize cancellations.

- Identify and address customer concerns, providing suitable solutions to retain their business.

- Analyze customer feedback and policy lapse trends to develop retention strategies.

- Educate policyholders on product benefits, policy coverage, and additional offerings.

- Collaborate with the sales and customer service teams to enhance customer experience.

- Handle complaints professionally, resolving issues to maintain customer satisfaction.

- Maintain accurate records of customer interactions and retention activities.

- Monitor and achieve retention targets and KPIs set by the company.

- Provide feedback to management regarding customer insights and retention improvements.

- Stay updated on industry trends, competitor offerings, and regulatory changes.

Experience and Qualifications

- Requirements:





- Bachelor’s degree in Business Administration, Marketing, Finance, or a related field.

- Prior experience in customer retention, sales, or customer service within the insurance industry is preferred.

- Strong communication and negotiation skills.

- Ability to handle objections and provide convincing solutions.

- Customer-focused mindset with problem-solving abilities.

- Proficiency in CRM software and Microsoft Office tools.

- Ability to work in a fast-paced environment and meet retention goals.

- Benefits:

- Health and life insurance coverage.

- Professional growth and training opportunities.

- Friendly and supportive work workplace.

Pay: ₹20,000.00 - ₹40,000.00 per month

Benefits :

- Cell phone reimbursement
- Health insurance
- Paid sick time
- Provident Fund

Work Location: In person

📌 Retention Executive (Janakpuri)
🏢 RiskBirbal Insurance Brokers
📍 Janakpuri