Job Description
Role Title: Renewal Associate
Department: Renewal Department
Reports To: Retail Sales Head
Purpose Of The Role
The Renewal Associate plays a crucial role in the renewal process of insurance
policies. Their primary responsibility is to contact existing customers via telecalling
and ensure timely renewals. They contribute to maintaining a high retention rate and
fostering positive customer relationships.
Key Responsibilities
Renewal Targets:
Cross-Sell And Up-Sell Leads
Department: Renewal Department
Reports To: Retail Sales Head
Purpose Of The Role
The Renewal Associate plays a crucial role in the renewal process of insurance
policies. Their primary responsibility is to contact existing customers via telecalling
and ensure timely renewals. They contribute to maintaining a high retention rate and
fostering positive customer relationships.
Key Responsibilities
Renewal Targets:
- Achieve a minimum renewal rate of 95% for assigned policies.
- Proactively contact policyholders nearing renewal dates to facilitate
- Follow up with customers to address any concerns or queries related
Cross-Sell And Up-Sell Leads
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