Ensuring renewal notices are issued to clients in a timely manner
Using the Renewal CRM to manage policy allocations
Following up with clients regularly, ensuring they have received the renewal documents and that the renewal of the policy is processed in a timely manner
Offering alternative options to clients in case they are unhappy with the current policy, while making them aware of the pros and cons of changing insurance providers (pre-existing conditions, waiting periods, etc.)
Expediting the resolution of clients problems and complaints
Coordinating with the Administration team for the processing of renewals, applications, and paperwork up until the completion of payment
Independently organizing midterm campaigns for the assigned portfolio of clients to generate referrals
Maintaining strong knowledge of internal tools (Outlook, Yellow Sheets, CRM, MO, etc.), following their associated procedures, and efficiently utilizing them to achieve the highest possible customer retention
Constantly building and maintaining an understanding and knowledge of insurance companies products and services, and being able to identify and compare their advantages, pitfalls, and selling points
Coordinating with the New Business, Corporate, and Claims teams when required
Requirements:
Proactive and service-oriented with a can-do attitude
Sales driven, positive and results-oriented
Excellent interpersonal and communication skills
BCP, PGI, ComGI and HI certifications are required for licensing
