Conservation Strategy and Enablement Manager

Role Overview

The Conservation Strategy and Enablement Manager is a senior individual contributor responsible for improving policy persistency, customer retention, and saved policy value across approved inforce initiatives. The role combines direct handling of selected or complex conservation cases with conversation strategy development, customer journey optimization, frontline capability building, campaign execution, and performance insight.

What You Will Do

The role involves reviewing and enhancing approved conservation scripts, conducting proactive and reactive customer conversations, managing assigned opportunities, and handling selected, complex, high-value, or sensitive cases.

Why It Might Be a Fit

The ideal candidate will have a working knowledge of life insurance, investment-linked products, policy servicing, withdrawals, surrender, premium collection, reinstatement, lapse prevention, and customer-retention practices. They will also have strong execution discipline, case prioritization, follow-through, judgment, and accurate documentation.

Requirements

• Working knowledge of life insurance, investment-linked products, policy servicing, withdrawals, surrender, premium collection, reinstatement, lapse prevention, and customer-retention practices.
• Working knowledge of customer privacy, information security, consent, records management, conduct, customer protection, complaint handling, and escalation requirements.
• Working knowledge of CRM, telephony, workflow, campaign, reporting, and Microsoft 365 tools.
• Customer-focused consultative engagement, active listening, needs discovery, objection handling, and clear explanation of approved options.
• Strong execution discipline, case prioritization, follow-through, judgment, and accurate documentation.
• Ability to analyze customer and campaign information and translate findings into practical recommendations.
• Ability to influence without direct authority and provide functional guidance across frontline, distribution, and cross-functional teams.
• Effective communication, collaboration, facilitation, resilience, adaptability, customer empathy, and risk awareness.

Benefits

• Flexible work environment
• Well-being and inclusion support
• Global team support
• Equal opportunity employer
• Diversity and inclusion
• Reasonable accommodation for applicants with disabilities