Job Description

Servicing & Retention - Group Business/Corporate Sales - Insurance - 10+ Years - GurgaonRetention role plays a key role in Group Business. It focuses on maintaining relationships with existing clients, ensuring they continue their policies and providing them seamless service experience by coordinating with various teams in the organisation. This role is crucial for the profitability and sustainability, as retaining existing customers is very important and typically costs less than acquiring new ones.Location - GurgaonYour Future Employer: A great leader in Group Business Segment.Responsibilities: * Maintaining regular engagement with policyholders to build strong relationships, ensure customer satisfaction, and proactively address concerns, inquiries, or complaints to foster long-term loyalty.

• Monitoring upcoming policy expirations and initiate timely outreach to clients to encourage renewals, ensuring continuous coverage and minimizing lapses through proactive follow-up and personalized support.

• Identifying and act on opportunities to recommend additional or upgraded insurance products-such as NPS, Gratuity, Annuities, or adding TI, CI, and ADB Riders-based on clients' evolving needs and life stages.

• Collecting and analyzing customer feedback to drive service improvements and address recurring issues, serving as a liaison between clients and internal departments to ensure quick and effective resolution of concerns.

Requirements: * A graduate with over 10 years of hands-on experience in the insurance industry, with a strong background in client servicing and retention.

• Excellent verbal and written communication skills, with proficiency in MS Excel and PowerPoint for data handling, reporting, and client presentations.

• Strong analytical mindset and negotiation skills, enabling effective problem-solving and value-driven client interactions.

• Highly punctual and service-oriented, with the ability to meet strict TATs through seamless coordination across departments to deliver on client commitments and enhance retention.

What's in it for youAn opportunity to grow your career in a stable insurance organization while enhancing your skills, driving client satisfaction, and gaining recognition for impactful work.Reach us: If you feel this opportunity is well aligned with your career progression plans, please feel free to reach out to me with your updated profile at megha.rajput@crescendogroup.inDisclaimer: Crescendo Global is specializes in Senior to C-level niche recruitment. We are passionate about empowering job seekers and employers with an engaging memorable job search and leadership hiring experience. Crescendo Global does not discriminate on the basis of race, religion, color, origin, gender, sexual orientation, age, marital status, veteran status, or disability status.Note: We receive a lot of applications on a daily basis, so it becomes a bit difficult for us to get back to each candidate. Please assume that your profile has not been shortlisted in case you don't hear back from us in 1 week. Your patience is highly appreciated.Scammers can misuse Crescendo Global's name for fake job offers. We never ask for money, purchases, or system upgrades. Verify all opportunities at and report fraud immediately. Stay alert!Keywords: GTL, Group Business, Corporate sales, Institutional Sales, Client Servicing, Crescendo Global

Crescendo Global