Insurance Renewal Executive

Role & responsibilities

We are looking for a motivated Renewal Executive to manage policy renewals and enhance customer retention. The role includes follow-ups, data management, branch and agent coordination, and client meetings. You will ensure timely renewals, assist with policy comparisons, and maintain strong relationships with clients while adhering to compliance standards.

Key Responsibilities:

• Track and follow up on policy renewals.
• Manage data and maintain accurate client records.
• Coordinate with branches and agents for seamless renewals.
• Conduct client meetings to discuss renewals and resolve queries.
• Collaborate with internal teams for efficient service delivery.

Requirements:

• 1-3 years of experience in insurance/financial services.
• Strong communication, data management, and coordination skills.
• Proficiency in CRM tools and MS Office.