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.