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Retention Specialist

Job Responsibilities:

  • 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 retention solutions.
  • Build and maintain positive customer and business relationships to increase loyalty and get referrals from customers.
  • Ensure that clients complete 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 engagement, customer's trend on time.


  • Need Based Selling.
  • Insurance products knowledge.
  • Market insight Entrepreneurship.
  • Result Orientation Resilience.
  • Knowledge of SLAs of another department.
  • Self-motivated and energetic.
  • Microsoft Office basics.
  • Communication Skills.
  • Resilience.
  • 1-2 years of experience, preferably in the field of Sales.

Apply Here

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Allianz is fully committed to a workplace free of discrimination and actively promotes equal opportunities where all candidates have the same opportunity.

Allianz is committed to building a diverse workplace and recognizes that diverse employees bring varied skills, knowledge, backgrounds and perspectives to the workplace.