Conservation Strategy and Enablement Manager
Core
Senior individual contributor responsible for improving policy persistency, customer retention, reinstatement, premium recovery, and saved policy value through direct case handling, conversation strategy, and campaign execution.
Role type
Senior IC conservation strategy and enablement manager
Builds
Customer retention campaigns, conservation journeys, and frontline capability programs
Domain
Insurance (Life/Investment-linked) + Customer Retention
Required skills
Life insurance product knowledge, customer retention practices, CRM/telephony proficiency, consultative engagement, case management, cross-functional collaboration, data analysis, script optimization, compliance adherence
Preferred skills
Experience with agency/bancassurance partnerships, change management, customer journey mapping
Technologies
CRM, telephony, workflow tools, Microsoft 365, reporting tools
Responsibilities
Review and enhance conservation scripts and conversation frameworks; conduct proactive and reactive customer conversations for withdrawal conservation and reinstatement; partner with distribution teams to support policy reviews and campaigns; execute assigned campaigns across approved channels; monitor performance metrics and analyze trends to recommend improvements.
Seniority
Senior, hands-on IC