Sales Persistency Coordinator – Short JD
Role: Sales Persistency Coordinator
Industry: Life Insurance
Key Responsibilities
Monitor policy renewals and persistency ratios.
Follow up with customers for timely premium payments.
Coordinate with sales advisors/agents and managers for renewal cases.
Identify policies at risk of lapse and take corrective follow-up.
Maintain daily/weekly/monthly MIS reports.
Coordinate with internal departments for policy-related issues.
Support the sales team in achieving persistency and renewal targets.
Requirements
Graduate in any discipline.
1–3 years of experience in insurance, banking, sales coordination, or customer service preferred.
Good communication and follow-up skills.
Basic knowledge of MS Excel and MIS reporting.
Strong customer-handling and coordination skills.
KPI
Persistency ratio | Renewal collection | Policy retention | Follow-up efficiency | MIS accuracy