రిటెన్షన్ ఎగ్జిక్యూటివ్

# Job Description – Senior Executive, Retention

Company: RiskBirbal Insurance Broker Pvt. Ltd.

Department: Retention

Location: Delhi NCR

### Key Responsibilities

• Manage existing client relationships and ensure timely policy renewals.

Achieve assigned •retention, renewal and revenue targets••.

• Follow up with clients for renewals, pending documents and payments.

Identify •cross-selling and upselling•• opportunities.

• Coordinate with insurers and internal teams for quotations, renewals and servicing.

• Handle client queries and ensure timely resolution.

Maintain accurate •CRM records and process hygiene••.

• Prepare daily/weekly/monthly MIS and follow-up reports.

• Support client engagement and business growth from the existing portfolio.

### Required Skills & Qualification

• Graduate in any discipline; MBA/PGDM preferred.

2–4 years of experience in •insurance, renewals, retention, sales or relationship management••.

• Good communication, negotiation and follow-up skills.

• Target-oriented with good knowledge of MS Excel and CRM.

• It is a Full Time అమ్మకాలు / వ్యాపార అభివృద్ధి job for candidates with 2 - 4 years of experience.