- Handle recent vehicle insurance and insurance renewal activities for customers.
- Coordinate with customers, insurance companies, brokers, and internal departments for policy processing.
- Explain available insurance plans, coverage, add-ons, and renewal options to customers.
- Follow up with existing customers for insurance renewals and ensure timely conversion.
- Prepare and verify insurance-related documents and ensure accurate data entry.
- Coordinate with the Sales, Service, and CRM teams for insurance opportunities and customer referrals.
- Maintain daily records of quotations, policies, renewals, conversions, and pending cases.
- Achieve assigned insurance business and renewal targets as per dealership requirements.
- Resolve customer queries related to policy issuance, endorsements, renewals, and other insurance services.
- Ensure proper follow-up and maintain good customer relationships to improve retention and repeat business.
- Coordinate with insurance companies for policy corrections, cancellations, endorsements, and other service requirements.
- Prepare regular MIS reports and submit insurance performance updates to the reporting manager.