Renewals Executive

As a Renewal Executive at our company in Satellite, Ahmedabad, your role is to manage policy renewals and enhance customer retention. Your responsibilities will include tracking and following up on policy renewals, managing data and maintaining accurate client records, coordinating with branches and agents for seamless renewals, conducting client meetings to discuss renewals and resolve queries, and collaborating with internal teams for efficient service delivery. You will ensure timely renewals, assist with policy comparisons, and maintain strong relationships with clients while adhering to compliance standards. Key Responsibilities: - Track and follow up on policy renewals. - Manage data and maintain accurate client records. - Coordinate with branches and agents for seamless renewals. - Conduct client meetings to discuss renewals and resolve queries. - Collaborate with internal teams for efficient service delivery. Qualifications Required: - 1-3 years of experience in insurance/financial services. - Strong communication, data management, and coordination skills. - Proficiency in CRM tools and MS Office.,