Renewal Support Executive

Assertive Insurance Services LLC; Town of Florida (NY); On-site; USD 55,000 - 75,000; Full time

Job summary

Assertive Insurance Services LLC in New York is seeking a proactive Renewal Support Executive to manage policy renewals, answer renewal queries, and help retain clients. The role emphasizes clear communication and strong customer service across multiple channels, including calls, emails, and WhatsApp.

You will coordinate with underwriting and operations, prepare renewal documents, and share updated policy details with clients.

Qualifications

• Experience in insurance renewals or related customer-support roles is preferred.
• Strong communication and customer service skills are essential.
• Familiarity with CRM tools and documentation processes is expected.

Responsibilities

• Coordinate renewals ahead of policy expiry and provide premium details and plan options.
• Resolve renewal-related queries and assist customers in comparing options.
• Coordinate with underwriting/operations for renewal issuance and collect required documents.
• Share renewal receipts and updated policy documents with customers.
• Maintain renewal logs, follow-up lists, and renewal performance reports.
• Build and maintain relationships to improve retention and minimize policy lapses.

Skills

Communication skills

Customer service

CRM usage

MS Office

Time management

Problem-solving

Tools

CRM systems

MS Office

Job description

We are looking for a proactive and detail-oriented Renewal Support Executive to manage policy renewals, follow up with customers, resolve renewal-related queries, and ensure high retention rates. The ideal candidate will have strong communication skills, excellent customer service abilities, and a good understanding of insurance processes. This role plays a vital part in maintaining long-term relationships with clients and supporting the overall growth of the organization.

Key Responsibilities

1. Renewal Coordination

• Contact customers ahead of policy expiry to remind them of renewal deadlines.
• Provide premium details, updated plan options, and renewal benefits.
• Follow up through calls, emails, and WhatsApp to ensure timely renewals.
• Track upcoming renewals and update status in CRM systems.

2. Customer Consultation

• Explain policy terms, renewal benefits, and changes in coverage (if any).
• Assist customers in comparing different renewal options or add-on covers.
• Offer guidance on upgrading or modifying plans based on customer needs.

3. Documentation & Processing

• Coordinate with underwriting and operations teams for renewal issuance.
• Collect necessary documents (if required) such as updated KYC or medical reports.
• Ensure accuracy in policy renewal documentation and premium payments.
• Share renewal receipts, updated policy documents, and ID cards with customers.

4. Retention & Relationship Building

• Build strong relationships with existing customers to improve retention rates.
• Address concerns or objections related to premium changes or coverage.
• Resolve customer issues quickly to prevent policy lapses.
• Encourage customers to renew policies before the grace period ends.

5. Follow-Up & Reporting

• Maintain renewal logs, follow-up lists, and renewal success reports.
• Analyze reasons for non-renewals and share insights with management.
• Prepare weekly/monthly renewal performance reports.

6. Cross-Department Coordination

• Coordinate with claims, sales, and customer support teams for customer queries.
• Ensure smooth resolution of issues affecting policy renewal decisions.
• Excellent verbal and written communication skills
• Strong follow-up and customer engagement abilities
• Good understanding of insurance terms and renewal processes
• Ability to manage time, priorities, and CRM tasks effectively
• Problem-solving attitude with customer-first approach
• Basic knowledge of MS Office, CRM, and communication tools
• Detail-oriented and organized

Qualifications

• Experience in insurance renewals, sales, customer support, or BFSI is an advantage
• Freshers with strong communication skills may also apply
• Attractive salary + incentives for meeting renewal targets
• Professional insurance training and ongoing development
• Career growth opportunities (Senior Executive, Team Lead, Manager)
• Supportive and collaborative work culture

Why Join Us?

Join a team that values trust, relationship-building, and customer satisfaction. As a Renewal Support Executive, you play a crucial role in helping customers maintain continuous insurance protection.

We regularly recruit at many positions. See related jobs here