Assistant Manager/Deputy Manager-Cust. Service & Retention- Mumbai

Job Description:

  To ensure minimum x retention ratio in terms of no of clients and revenue for the corporate clients whose renewals are serviced by him undertake documentation and KYC formalities



§  To ensure end-to end single point service for the customer  to take care of all his GI renewal needs and win his trust to  achieve high renewal ratios


§  To ensure weekly/fortnightly/monthly meetings with the clients to develop rapport and also encourage customer engagement activities.


§  To extensively coordinate with the Ops. Teams and Insurance companies with regard to timely policy issuances & SLA, claim approvals, ensure Insurance company's timely revert on critical issues with regard to policies/endorsements


·         To co ordinate for timely completion of placement process for all Renewal business; liaise with Quotes team for renewal details (e.g. updated policy data, premium details, claim details, endorsement details) etc.,

·         To report daily MIS and tracking of targets & personal meeting with clients


·         To seamlessly co-ordinate with the Fresh Acquisition   Quotes, Claims, Back office and Product teams for various customer requirements


·         To co-ordinate for the risk assessment / valuations, risk profiling & development of Risk assessment for the Corporate customers interested in GI offerings


·         To ensure timely closure of all Leads received from various sources and achieve high lead to conversion ratio.

To ensure cross selling and upselling to all existing set of clients.

1. Graduate/MBA
2. General Insurance qualifications will be an added advantage

Minimum Experience Level:

Report to:
Senior Manager

Please ensure the completeness of application. Incomplete Application will not be accepted.