Insurance Coordinator

Achieve Monthly Insurance Renewal Targets: Ensure all monthly insurance renewal goals are met in a timely manner.

• Lead Engagement: Approach potential leads daily through calls, SMS, email, WhatsApp, and other communication channels.
• Liaise with Insurance Underwriters: Work closely with a panel of insurance underwriters to obtain competitive rates and quotes.
• Customer Retention: Promote and influence customers to retain their policies, aiming for a high conversion ratio.
• Policy Explanation & Guidance: Explain the benefits and coverage of policies to customers, helping them choose the right options to meet their needs.
• Policy Documentation: Handle policy paperwork and manage policy issuance through the insurance portal provided by the panel of insurers.
• Reporting: Maintain accurate daily, weekly, and monthly reports and share them with the team leader.