Renewal Collection Executive

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

Industry :   Insurance

Department :   Customer Success ,  Service & Operations

Role Category : Customer Success, Service & Operations - Other

Role : Customer Success, Service & Operations - Other

Skills Required

Customer Service, Customer Experience, Customer Satisfaction, Customer Engagement, customer development, Customer Management