The insurance renewal collection specialist is responsible for maximizing the retention of existing insurance policies by communicating with clients to facilitate timely premium payments and policy renewals.
Proactively contact existing policyholders via phone, email, or other communication channels before their policy expiration date.
Inform clients about their upcoming renewal, explain the renewal process, and clarify policy benefits, terms, and any changes.
Follow up with customers to ensure the collection of premium payments and guide them through the payment process.