Renewal Executive/Health Insurance

1 - 2 years

2 - 3 Lacs

Posted:1 day ago| Platform: Naukri logo

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Job Type

Full Time

Job Description

Key Responsibilities:

  • Call existing customers to remind and assist with their upcoming health insurance renewals.
  • Provide accurate policy details, renewal benefits, premium amounts, and other relevant information.
  • Address customer queries and concerns related to policy coverage, documents, or renewal processes.
  • Upsell or cross-sell additional coverage or top-ups, where appropriate.
  • Maintain and update customer records, call logs, and renewal status in the CRM system.
  • Follow up diligently with clients until renewal is completed.
  • Achieve daily/weekly/monthly renewal targets.
  • Coordinate with internal departments (underwriting, customer service, etc.) as needed.
  • Ensure all communications adhere to company standards and IRDAI regulations.

Key Requirements:

  • Minimum Qualification: Graduate in any stream.
  • 12 years of experience in telecalling / customer service / insurance renewals.
  • Strong verbal communication skills in English and [local/regional languages].
  • Basic understanding of health insurance products (training will be provided).
  • Good listening skills and a customer-oriented attitude.
  • Ability to work under pressure and meet deadlines.
  • Proficiency in MS Excel and CRM software is a plus.

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