Work on the allocated renewal files
Classify the high priority files based on criteria set
Arrange renewal terms from the insurers
Send reminders to the clients 45 days prior to expiry
Review the previous policy and improve terms wherever possible
Take alternative quotes wherever required
Update all discussions and follow ups on IIRIS
Update renewal status on software
Accept feedback from the client and work accordingly
Accept client confirmations to renew policies
Agree payment terms for renewal after system check and approval from management
Coordinate for payment of renewal policy with the client
Placement of the renewal with the insurer
Coordination and communication with the operation team on the agreed terms of renewal
Periodical update on the status of renewals to TL
Escalating any threat to renewal to the TL and the Account Handlers
Coordination and communication with the TL and Account Handlers
Achieve Renewal ratio of 85%
Common
Developing a healthy and cordial relationship with the insurers we work with
Developing a healthy and cordial relationship with the clients we work with
Developing a healthy and cordial relationship with the team members & Account Handlers
Meet the set TAT's
New Business Quotes - PUP within 24 hours, others 2 working days, complex risk 4 working days
Job Type: Full-time