Zonal Persistency Manager - Life Insurance

- Deliver the renewal plan for the assigned portfolio

- Channel & Zonal Governance Management up to Branch & partner level including enhancers through various communication medium & visits.

- Create Awareness across Sales hierarchy on Persistency Drop Rates & build an model to drive the planned nos

- Governance with stakeholder on Persistency with distribution channel teams for respective Regions/Channels/ Branches.

- Highlight Sales hierarchy about top performing and bottom performing team and take their help in improving bottom branch performance

- Engage with Distributor & Unit Heads high due portfolio on regular intervals

- Tracking of all HNI cases for the zone and performance against the same with support of field team

- Communicate product benefits of renewal in a customized format to their environment. Also visit branches and partner locations to improvise Persistency.

- Servicing HNI customers with support of branch leadership team for quality service. Also, support the initiatives along with Branch teams for arresting lapsation and surrender.

- Improve Autopay Registration for renewals & also maximise successful collection through autopay

- People growth , Retention , Training Development & NPS - Nurturing talent of the team and developing them for managing multiple activities & next level roles & responsibilities , cross function engagement

- Training programs for improving Skills, Product & Process Knowledge for the team & stakeholders.

- Implement projects based on the learnings involving cross functional team members

Competencies:

- Excellent Excel / Access handling skills

- Good understanding of Persistency Management / Renewals Management

- Good Communication & Coordination skills

- Team player