Drive Customer Retention:Coordinating with[JG(H-O1]retention channel SPOCs ; identifying gaps and empowering them with proper retention tools. Needs to work closely with all stakeholders and develop a strong rapport.
Governance & Audit on Surrenders: Doing regular Audits on surrendered policies and drive the governance over retaining the customers. Self-motivated individual with strong traction and chasing skills.
Analyzing Surrender at Channel level:Dataanalysis to spot outliers in surrenders at Channel/zone/Go level. Showcasing the analysis to channel SPOCs and implementing correction drive.
Analyzing and reporting on Leakage Tools: Data analysis and highlighting the leakage points/ channel / geography
Key Responsibilities:
Timely release of related reports with all stake holders
Rigorous follow-up and strong monitoring of retention numbers in coordination with all stake holders.
Strong communication and interpersonal skills to ensure timely resolutions of customer queries (internal and external) and build healthy work relations
Enable field team to achieve their respective targets by providing constructive inputs and helping where they have dependencies on - Data analytics and support
Attending to all operations and frontline calls and promote awareness on retention numbers
Create / Coordinate with teams and publish daily/weekly/monthly reports Surrender/Retention with relevant stakeholders
Measures of Success
Successful implementation of various improvement and strategic initiatives.
Closing FY’24 within Surrender plan.
Healthy relationship channel SPOCs
Timely execution of all initiatives
Desired qualification and experience
Graduate / Post Graduate
Must have a minimum of 3+ years of experience
Good Analytical skills
Experience on MS Access/MS SQL/Power BI/Power Point. Hands on to a programing language preferred.
Knowledge of max life internal system would be preferred.
Drive Customer Retention:Coordinating with[JG(H-O1]retention channel SPOCs ; identifying gaps and empowering them with proper retention tools. Needs to work closely with all stakeholders and develop a strong rapport.
Governance & Audit on Surrenders: Doing regular Audits on surrendered policies and drive the governance over retaining the customers. Self-motivated individual with strong traction and chasing skills.
Analyzing Surrender at Channel level:Dataanalysis to spot outliers in surrenders at Channel/zone/Go level. Showcasing the analysis to channel SPOCs and implementing correction drive.
Analyzing and reporting on Leakage Tools: Data analysis and highlighting the leakage points/ channel / geography
Key Responsibilities:
Timely release of related reports with all stake holders
Rigorous follow-up and strong monitoring of retention numbers in coordination with all stake holders.
Strong communication and interpersonal skills to ensure timely resolutions of customer queries (internal and external) and build healthy work relations
Enable field team to achieve their respective targets by providing constructive inputs and helping where they have dependencies on - Data analytics and support
Attending to all operations and frontline calls and promote awareness on retention numbers
Create / Coordinate with teams and publish daily/weekly/monthly reports Surrender/Retention with relevant stakeholders
Measures of Success
Successful implementation of various improvement and strategic initiatives.
Closing FY’24 within Surrender plan.
Healthy relationship channel SPOCs
Timely execution of all initiatives
Desired qualification and experience
Graduate / Post Graduate
Must have a minimum of 3+ years of experience
Good Analytical skills
Experience on MS Access/MS SQL/Power BI/Power Point. Hands on to a programing language preferred.
Knowledge of max life internal system would be preferred.
