Customer Management and Lead Conversion Specialist

Roles and Responsibilities :

• Implement strategies to enhance customer loyalty and minimize attrition. Proactively reach out to unassigned customers to assess satisfaction, address concerns, and generate saved ANP through retention and lapse prevention.
• Nurture and convert leads that will be assigned by the team lead. These leads may be sourced from special acquisition campaigns, or untouched existing customer leads. The individual in this role is also expected to reach out to identified cohorts of unassigned customers, conduct needs assessment, and resell relevant products.
• Sales activities may be performed virtually or face-to-face as may be required by the prospect customer.
• Maintain a thorough understanding of insurance products and services to effectively advise customers and answer queries; continuously attend training programs to stay updated on new products, processes and policies.
• Build and maintain strong relationships with existing unassigned customers that have been successfully retained and ensure a personalized and supportive experience to pave the way for future resell opportunities.
• Prepare performance reports as necessary
• Perform other tasks as may be required by immediate supervisor in order to meet operational and / or other requirements.

Job Qualifications :