Senior Manager, Customer Value Management, FI
Core
Develop strategies to reduce insurance policy churn, build loyalty programs, and drive cross-selling and upselling of insurance products.
Role type
Senior Manager, Customer Value Management
Builds
Customer retention strategies, loyalty programs, targeted marketing campaigns, and customer segmentation models
Domain
Financial Services / Insurance
Deliverable
product features
Required skills
Customer retention strategy, cross-selling and upselling, data analytics, customer segmentation, predictive modeling, campaign optimization, journey mapping, CLV analysis, ROI tracking
Preferred skills
Experience in consulting firms
Technologies
Data models, key metrics tracking
Responsibilities
Create strategies to stop customers from canceling insurance policies, design rewards and engagement plans, use data to identify at-risk clients, encourage policyholders to buy additional products, direct targeted insurance offers, improve digital and physical customer touchpoints, group clients by behavior and financial value, forecast customer product needs, monitor Customer Lifetime Value and ROI
Seniority
Senior, Management Level