- Manage end-to-end insurance policy renewal processes.
- Contact existing customers before policy expiry and ensure timely renewals.
- Identify and cross-sell suitable insurance products based on customer needs.
- Build and maintain strong relationships with existing clients.
- Provide accurate information on policy features, coverage, and perks.
- Coordinate with insurance companies and internal teams for policy issuance and servicing.
- Follow up on pending renewals and maintain renewal conversion targets.
- Ensure proper documentation and timely updates in CRM/internal systems.
- Resolve customer queries and provide prompt after-sales support.
- Achieve monthly renewal and cross-selling targets while maintaining high service standards.