-Perform personalized retention activities through the phone or physical meetings with bancassurance customers along with inbounds and outbound calls.

-Act as the main point of contact for the profitable customers of the assigned portfolio.

-Address the customers' concerns/ complains and provide solutions in a timely manner to continuously improve customer retention.

-Identify opportunities to upsell and cross sell with existing customers.

-Collaborate with sales teams/branches to propose customer's retention solutions.

-Build and maintain positive customer and business relationships to increase loyalty and get referrals from customers.

-Ensure that clients fulfill all needed documents and medical examinations as well as ensuring that all these documents are properly submitted to operations.

-Follow up on process with operations and all the concerned departments in their needed requirements till having the customers' desired service fulfilled.

-Present reports related to retention activities, customer's engagement, customer's trend on time.