Crm Executive

Year    MH, IN, India

Job Description

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

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Job Detail

  • Job Id
    JD4078295
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    MH, IN, India
  • Education
    Not mentioned
  • Experience
    Year