Key Responsibilities

- Execute end-to-end renewal tracking across departments, branches and partner channels.
- Maintain a clean, verified renewal pipeline so every due case is visible well before expiry.
- Run structured follow-ups to closure — no case lapses on account of a process gap.
- Own the renewal MIS day to day: accuracy, timeliness and integrity of every number reported.
- Reconcile MIS against CRM and insurer data, and flag lapse patterns and slippage with supporting data.
- Prepare renewal dashboards and review decks for the Manager and senior management.
- Resolve documentation, endorsement and payment blockers with operations, claims and accounts.
- Reach out to clients well ahead of due dates; escalate at-risk and high-value cases early.
- Support the Manager in client discussions and insurer negotiations on critical renewals.
- Ensure accurate documentation, timely CRM updates and IRDAI compliance; keep records audit-ready.
- Take full ownership of assigned cases and reports,



and hold the desk in the Manager's absence.

Required Skills & Qualifications

- Graduate in any discipline; insurance certification (Licentiate/Associate) an advantage.
- 3-6 years in insurance or insurance broking, preferably renewals, retention or client servicing.
- Sound knowledge of the renewal cycle, policy servicing and documentation.
- Advanced Excel and MIS skills (pivots, lookups, dashboards) with hands-on CRM experience — essential.
- High attention to detail and a record of accurate, on-time work under volume pressure.
- Explicit communication and the discipline to report status honestly and early.
- Reliable and accountable — someone the Manager can hand a task to and not follow up on.

To Apply

If this role matches where you want to take your career, we would like to hear from you.

To Apply:

Email your resume to [email protected]

📌 Senior Executive / Assistant Manager – Renewals (Ahmedabad)
🏢 Troth Group
📍 Ahmedabad