Renewal Executive

Job Role & Responsibilities

• Call existing policyholders whose policies are nearing expiry.
• Explain renewal benefits, premium amounts, and address any queries.
• Encourage and facilitate policy renewal before the due date.
• Reach out to lapsed policyholders to understand reasons for discontinuation.
• Educate customers on reactivation procedures and benefits.
• Assist in processing reactivation requests.
• Welcome newly onboarded customers.
• Verify policy issuance details and update system records if required.
• Make introductory calls to new customers within a defined time frame.
• Confirm receipt of policy documents.

Skills Required

Customer Retention, Query Resolution