The role ensures that customer insights and lifecycle triggers are translated into actionable engagement opportunities and targeted customer campaigns, leading the strategy and execution of lifecycle initiatives that increase customer engagement, cross‑sell, retention, and repurchase across the existing customer portfolio.

In this role you will:

• Lifecycle Execution: Operationalize lifecycle programs that drive customer engagement and portfolio growth across the policy lifecycle, including onboarding, engagement, cross‑sell, retention, and reactivation initiatives.
• CRM Activation: Lead lifecycle enablement within the customer engagement ecosystem, embedding lifecycle triggers, customer opportunity insights, and advisor engagement tools that support identifying cross‑sell, coverage gap, and repurchase opportunities.
• Customer Segmentation & Insights: Develop and operationalize advanced customer segmentation framewor...