Responsible for targets achievement on allocated base to downline team members:
Drive renewal collection and persistency targets through customer calling or physical visits to customer residences with prior appointment
Ensure maintenance and sharing of daily customers’ trackers and conversion of assigned team
Training team to convince customers and get renewal premium and policy continuation to continue insurance and giving retention tools like mode change/Partial withdrawal/PUA surrender/Loan etc.
Ensure & track timely depositing the cheque at the nearest MLI branch/ bank branch within 24 hours of the cheque collection by Customer Retention Officer
Measure of Success :
Meet 100% target on every month
Supervise coach and develop team of associate to ensure improve efficiency
Hold regular one – one- one with teammates at business partner
Distribute assignment to maintain the work life balance
Driving revival scheme to resolve customer’s financial constraint
Ensure effective use of resources and knowledge.
Manage high profile cases
Regular data analysis and performance reporting to the management
Continue process improvement to improve the efficiency of the team
Managing the operational risk
Monitor performance, identify bottlenecks, and implement corrective action to achieve operational goals
Coordinate with internal stakeholders, including logistics teams and customer support to ensure seamless executions.
Collect, analyse and interpret data to identify key performance indicator (KPIs)and measure operational effectiveness.
Desired qualification and experience
Graduation in any stream with prior experience in insurance, customer services profile. Prior experience in renewal retention team is an added advantage
Knowledge and skills required
Ability to handle pressure and work in a competitive environment. Open to learning, Very High Process orientation, Effective communication skills.
Responsible for targets achievement on allocated base to downline team members:
Drive renewal collection and persistency targets through customer calling or physical visits to customer residences with prior appointment
Ensure maintenance and sharing of daily customers’ trackers and conversion of assigned team
Training team to convince customers and get renewal premium and policy continuation to continue insurance and giving retention tools like mode change/Partial withdrawal/PUA surrender/Loan etc.
Ensure & track timely depositing the cheque at the nearest MLI branch/ bank branch within 24 hours of the cheque collection by Customer Retention Officer
Measure of Success :
Meet 100% target on every month
Supervise coach and develop team of associate to ensure improve efficiency
Hold regular one – one- one with teammates at business partner
Distribute assignment to maintain the work life balance
Driving revival scheme to resolve customer’s financial constraint
Ensure effective use of resources and knowledge.
Manage high profile cases
Regular data analysis and performance reporting to the management
Continue process improvement to improve the efficiency of the team
Managing the operational risk
Monitor performance, identify bottlenecks, and implement corrective action to achieve operational goals
Coordinate with internal stakeholders, including logistics teams and customer support to ensure seamless executions.
Collect, analyse and interpret data to identify key performance indicator (KPIs)and measure operational effectiveness.
Desired qualification and experience
Graduation in any stream with prior experience in insurance, customer services profile. Prior experience in renewal retention team is an added advantage
Knowledge and skills required
Ability to handle pressure and work in a competitive environment. Open to learning, Very High Process orientation, Effective communication skills.
