-Perform personalized retention activities through the phone or physical meetings with bancassurance customers along with inbounds and outbound calls.
-Act as the main point of contact for the profitable customers of the assigned portfolio.
-Address the customers' concerns/ complains and provide solutions in a timely manner to continuously improve customer retention.
-Identify opportunities to upsell and cross sell with existing customers.
-Collaborate with sales teams/branches to propose customer's retention solutions.
-Build and maintain positive customer and business relationships to increase loyalty and get referrals from customers.
-Ensure that clients fulfill all needed documents and medical examinations as well as ensuring that all these documents are properly submitted to operations.
-Follow up on process with operations and all the concerned departments in their needed requirements till having the customers' desired service fulfilled.
-Present reports related to retention activities, customer's engagement, customer's trend on time.
Need Based SellingInsurance products knowledgeMarket insight EntrepreneurshipResult Orientation Resilience1-2 years of experience, preferably in the field of Sales.