Role Overview
The Manager – Renewal Management & Customer Coordination will be responsible for ensuring timely and accurate policy renewals, strengthening client relationships, and driving customer satisfaction. The role requires a blend of operational excellence, proactive communication, and strategic client management to retain and grow the company’s business portfolio.
Key Responsibilities
● Oversee timely and accurate policy renewals to ensure 100% retention.
● Coordinate with clients for queries, updates, and renewal confirmations.
● Liaise with insurers to negotiate terms and secure best offers.
● Maintain renewal tracker/MIS to avoid lapses.
● Conduct periodic client review meetings to strengthen relationships.
● Lead and guide the team for smooth client servicing and process compliance
● To Publish Regular Dashboards
● To generate opportunities for Cross-Sell and Up-Sell.
Key Skills & Competencies
● Strong knowledge of insurance products, renewal processes, and compliance requirements.
● Excellent communication, negotiation, and interpersonal skills.
● Ability to handle multiple clients and deadlines with attention to detail.
● Proficiency in MS Office (Excel, Word, PowerPoint) and CRM tools.
Problem-solving mindset with a customer-first approach.
Job Type: Full-time
Pay: Up to ₹600,000.00 per year
Application Question(s):
- Do you have exp in the Insurance Industry?
- Do you have experience in Policy Renewal? For how long?
- Do you have experience in generating quotation?
- Are you comfortable with calling the clients or customer?
Location:
- Kandivali, Mumbai, Maharashtra (Preferred)
Work Location: In person