Handle customer renewal follow-ups and retention activities.
Follow up with customers for timely policy renewals.
Coordinate with RMs/Agents and customers for renewal-related requirements.
Handle customer queries and provide appropriate assistance.
Maintain and update renewal data, reports, and MIS.
Conduct regular follow-ups with customers to improve renewal conversion.
Maintain proper records of customer interactions and follow-ups.
Coordinate with the team for smooth renewal and retention processes.
Work proactively towards achieving renewal and retention targets. Required Qualifications
Graduate or Post-Graduate in any discipline.
1–3 years of experience, preferably in insurance renewals or retention.
Experience in health insurance will be an added advantage.
Required Skills
Excellent communication and telephone etiquette.
Gujarati speaking is mandatory.
Hindi and English communication will be an added advantage.
Good customer-handling and follow-up skills.
Valuable coordination skills with customers and RMs/Agents.
Basic knowledge of MS Excel, MS Office, and Email.
Ability to maintain data, reports, and MIS.
Customer-focused, proactive, and target-oriented approach.
Good communication and relationship-building skills.
Preferred Candidate Profile
The candidate should have excellent voice quality, a professional communication style, and good telephone etiquette. The candidate should be comfortable handling customer calls, regular follow-ups, and working towards renewal and retention goals.