Manager – Retention & Cross-Sell - IQ/0112

Manager – Retention & Cross-Sell - IQ/0112

About the role:  

This role focuses on enhancing customer retention and cross-selling General Insurance products. The manager will develop strategies to meet renewal targets and lead a team in achieving business goals.

Job description: Ensure timely renewal of General Insurance policies before expiry., Develop strategies to improve customer retention and reduce policy lapses., and Identify opportunities to cross-sell General Insurance products.

Required Candidate profile: Any Graduate Must-have: Strong communication and negotiation skills., Excellent relationship management., Good understanding of General Insurance products. Experience: 5–8 years

Suggested role: Manager – Retention & Cross-Sell

Suggested department: Data & Analytics

Key details:  

Location: PUNE  

Experience: 5–8 years  

Openings: 1  

Job type: full_time  

Shift: Day Shift  

Must-have skills:  

- Strong communication and negotiation skills  

- Excellent relationship management  

- Good understanding of General Insurance products  

- Knowledge of underwriting and policy servicing  

- CRM and MS Office proficiency  

- Leadership and team management abilities  

Compulsory skills: Strong communication and negotiation skills., Excellent relationship management.

Key responsibilities:  

- Ensure timely renewal of General Insurance policies before expiry.  

- Develop strategies to improve customer retention and reduce policy lapses.  

- Identify opportunities to cross-sell General Insurance products.  

- Conduct regular customer engagement through calls, meetings, emails, and WhatsApp.  

- Achieve monthly and annual renewal premium targets.  

- Track conversion ratios and implement improvement strategies.  

- Lead and mentor retention executives.  

- Prepare daily, weekly, and monthly renewal reports.