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Renewal Executive

Policy Planner Insurance Brokers Pvt Ltd

2 years

0 Lacs

Fatimanagar, Pune, Maharashtra

Posted:3 days ago| Platform:

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Skills Required

CRM software Customer service Business development Bachelor's degree In-person Communication skills

Work Mode

On-site

Job Type

Full Time

Job Description

Job Summary: We are seeking dedicated and customer-focused individuals to join our Renewal Team . The primary responsibility is to manage and follow up on policy renewals , engage with clients, and ensure timely premium payments to avoid policy lapses. Key Responsibilities: Monitor and track upcoming policy renewals. Contact policyholders via calls, emails, or messages for premium reminders. Educate clients about benefits of renewing policies on time. Resolve client queries regarding renewal terms, premiums, or policy benefits. Collaborate with the sales and policy servicing teams to retain customers. Maintain accurate records of follow-ups, renewals, and feedback. Requirements: Bachelor’s degree or equivalent (preferred). Minimum 2 years of experience in insurance, tele calling, or customer service is an advantage. Good communication and persuasion skills. Proficient in using CRM tools or policy management systems. Ability to meet renewal targets and deadlines. Job Type: Full-time Pay: ₹12,000.00 - ₹18,000.00 per month Benefits: Health insurance Schedule: Day shift Supplemental Pay: Performance bonus Work Location: In person Speak with the employer +91 9096044530

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