- 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 fullfilled
- Analyze customer feedbacks/trends and develop new techniques to ensure customer retention
Customer Service.Time Management Team Working Problem Solving Organization Skills Communication Skills Negotiation Skills