Operations & Renewals Manager

5 - 7 years

2 - 7 Lacs

Posted:1 week ago| Platform: Naukri logo

Apply

Work Mode

Work from Office

Job Type

Full Time

Job Description

1. Renewal Process Coordination, Conversion & Persistency

  • Oversee and manage the entire renewal process for insurance policies(LI, HI, motor), mutual funds, and other investment products.
  • Ensure accurate and timely preparation of renewal paperwork, documentation, and premium/SIP payments.
  • Implement strategies to enhance persistency rates by improving client retention and satisfaction.
  • Collaborate with sales teams to identify and address factors affecting client retention.

2. Data Management & Record-Keeping, performance Tracking & Reporting

  • Extract, maintain, and update records for renewal dates, premium/SIP payments, client preferences, and other relevant data.
  • Ensure data accuracy and timely updates to assist in forecasting, reporting, and performance analysis
  • Track and report renewal rates, persistency metrics, and digital adoption rates.
  • Provide insights and recommendations based on data analysis to improve the renewal process and customer experience.

3. Communication & Client Engagement

  • •Develop and manage a robust communication strategy for clients and sales teams to streamline the renewal notification process.
  • Proactively engage clients to inform them of upcoming renewals, benefits of renewing, and available options.

4. Manage Tele Callers and drive renewal conversion.

5. Coordinate with Marketing for triggering regular communications

6. Coordinate with Sales Strategy for driving Targets

Mock Interview

Practice Video Interview with JobPe AI

Start Job-Specific Interview
cta

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.

Job Application AI Bot

Job Application AI Bot

Apply to 20+ Portals in one click

Download Now

Download the Mobile App

Instantly access job listings, apply easily, and track applications.

coding practice

Enhance Your Skills

Practice coding challenges to boost your skills

Start Practicing Now

RecommendedJobs for You