Customer Retention Officer Indore, Allahabad and Andheri (Mumbai)

Job Description:

Sole responsibility of targets basis allocated base
on:
I. Renewal collection and persistency targets
through customer calling or physical visits
to customer residences with prior
appointment
II. Ensure maintenance and sharing of daily
customers’ trackers and conversion

thereof, including review with Manager-
Collections

III. 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.
IV. Timely depositing the cheque at the
nearest MLI branch/ bank branch within 24
hours of the cheque collection
V. Effectively handling customer escalations,
100% resolution of customer queries &
concerns including tracking of service
requests raised, providing clarity to
required customers on special revival
scheme, change in term, short premium
bucket to resolve financial constraint and
retain customers
VI. Ensuring follow up on critical document like
Health Declaration Form / tele
underwriting/home visits medical/ ECS
Mandate/ complaint letters on silent grief
and obtaining new contact details getting
update through branch operations