Relationship Officer.CoE Pakistan - DBC - General Insurance.Retail Banking Group-PAKCOE
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AI Summary
The role focuses on retaining core customers and acquiring new business in General Insurance through lead qualification and high-volume calling. Responsibilities include negotiating renewals, managing CRM cases, and building positive customer relationships.
We are seeking a highly organized and detail-oriented relationship officer to help us retain our core customer base and bring new business in General Insurance, to join our dynamic team. The responsibilities include:
- Check and qualify leads received from all channels (Dialer/CRM, Email/ Digital drop) and work accordingly.
- Use Dialer and make maximum number of calls in a day to create new leads and farming.
- Dialer calls, staff is required to register a case in CRM and email / digital cases are assigned to them in CRM.
- Negotiating with customers to renew the insurance.
- Work collaboratively to make sure the retention activities are completed on time.
- Building positive relationships with customers and other teams
- Advanced interpersonal skills & ability to resolve customer queries regarding general insurance.
- Communicating with customers and support staff
The ideal candidate will have General insurance background, excellent communication skills, and a proven track record of generating new business and managing renewals.
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