Renewal Operations- Surrender Retention
# Renewal Operations- Surrender Retention **Search Synergy** · Malad, Mumbai, Maharashtra · `On-site` 🕒 **Статус:** *Опубликовано: 9 дней назад* · *Источник: Indeed* --- ### About the Role What are your roles and responsibilities? Customer Engagement & Retention- HNI Contact policyholders who have initiated surrender requests. Understand the reasons behind the surrender decision. Offer personalized solutions or alternatives to retain the customer (e.g., policy modifications, premium holidays, partial withdrawals). Educate customers on long-term advantages, tax benefits, and financial implications of surrendering. Suggest suitable products or riders that may better meet the customer’s needs. Understanding of the Market situations and funds allocation Update CRM systems with call details and follow-up actions. Generate daily/weekly reports on retention success rates and customer concerns. Collaborate with underwriting, claims, and customer service teams to resolve issues. Escalate complex cases to senior retention officers or managers. 2. What are the role’s deliverables/goals? Smooth and efficient functioning of the Branch Office Relationship/Stakeholder management Understanding of Market situations Achievement of MoM Retention target Strong communication and persuasion skills. Empathy and active listening. Knowledge of life insurance products and financial planning. CRM and data entry proficiency. Patience and resilience in handling objections. Handling key projects What are we looking for? 1. What are your roles and responsibilities? Customer Engagement & Retention- HNI Contact policyholders who have initiated surrender requests. Understand the reasons behind the surrender decision. Offer personalized solutions or alternatives to retain the customer (e.g., policy modifications, premium holidays, partial withdrawals). Educate customers on long-term advantages, tax benefits, and financial implications of surrendering. Suggest suitable products or riders that may better meet the customer’s needs. Understanding of the Market situations and funds allocation Update CRM systems with call details and follow-up actions. Generate daily/weekly reports on retention success rates and customer concerns. Collaborate with underwriting, claims, and customer service teams to resolve issues. Escalate complex cases to senior retention officers or managers. Managing irate customers and ensure minimal escalation from customers and internal stakeholders Gujarati & English Language is mandatory followed by other languages if any Graduate in Commerce (preferred). Candidate with certification in life insurance domain would be preferred Competencies Gujarati & English language required Facilitation, Negotiation, Planning & Organizing Skills Achievement orientation Proficiency in MS Office suite & Email drafting Pay: ₹250,000.00 - ₹400,000.00 per year Application Question(s): - What is your Current annual CTC? - What is your expected annual CTC? Work Location: In person
Наблюдалась 2026-09-30, впервые 2026-09-21, источник — Indeed.