Manager - Agency Renewals

Roles and Responsibilities :

Join our team as a Renewal Manager at Care Health Insurance to spearhead the crucial function of policy renewals and ensure exceptional customer retention. This role involves proactive engagement with policyholders, a deep understanding of health insurance products and processes, and seamless coordination with various internal departments to guarantee a smooth and efficient renewal experience, thereby maximizing customer lifetime value and contributing directly to the company's sustained growth.

Key Responsibilities :

Policyholder Engagement & Renewal Management :

• Proactively contact existing policyholders for health insurance policy renewals, explaining policy terms, benefits, premium structures, and any new features or endorsements.
• Address customer queries, concerns, and objections related to their policy, premium calculations, claim history impacts, and available add-on covers to facilitate successful renewals.
• Guide customers through the renewal process, including documentation, payment options, and policy modifications (e.g., changes in sum insured, inclusion / exclusion of family members).
• Identify opportunities for cross-selling relevant health insurance products or up-selling higher sum insured policies / riders during the renewal conversation based on customer needs.
• Strategize and execute initiatives to achieve individual and team-based policy renewal targets.
• Maintain a high level of customer satisfaction during the renewal cycle, ensuring a positive brand experience.

Operational Support & Process Optimization :

Qualifications :

Skills Required

Process Optimization, Communication Skills, crm software, Microsoft Office Suite