existing customers before their insurance policies expire through calls, emails, or messages.
Remind customers about policy renewal due dates and explain renewal benefits.
Provide renewal quotations and assist customers in selecting suitable renewal options.
Address customer queries regarding policy coverage, premiums, claims, and endorsements.
Follow up with customers to ensure timely policy renewals.
Achieve monthly renewal and customer retention targets.
Maintain accurate customer records and update the CRM system.
Coordinate with underwriting, operations, and finance teams for smooth policy issuance and renewals.
Ensure all renewals comply with company policies and regulatory guidelines.
Identify opportunities for cross-selling or upselling additional insurance products where appropriate.
Resolve customer concerns professionally to improve retention and customer satisfacation