Health Insurance Renewal Specialist

Job Description:

Designation Health Insurance Renewal Specialist
Role Overview The Health Insurance Renewal Specialist will
be responsible for managing the renewal
process of existing health insurance policies.
This role involves conducting outbound calls
to policyholders, assessing their needs, and
ensuring timely policy renewals. The ideal
candidate will be target-oriented, possess
strong communication skills, and have a good
understanding of health insurance products.
Roles & Responsibilities  Make outbound calls to existing
clients to discuss upcoming policy
renewals.
 Provide accurate information about
policy details, coverage options, and
renewal procedures.
 Address client questions and
concerns in a professional and
courteous manner.
 Assist clients with updating their
information and completing their
policy renewals.
 Maintain detailed records of client
interactions and renewal statuses in
our CRM system.

 Meet or exceed daily, weekly, and
monthly call and renewal targets.
 Follow up with clients as needed to
ensure timely policy renewals.
 Work with team members to enhance
renewal processes and improve
customer service.

Skills and Competencies  Excellent verbal communication and

active listening skills.
 Ability to build rapport with clients and
handle sensitive information
professionally.
 Strong organizational skills and
attention to detail.
 Resilience and a positive attitude in
handling client inquiries and
objections.
 Ability to work independently as well
as part of a team.

Qualifications  High School Certificate (HSC) or
Graduation in any field.
 Previous experience in tele-calling,
customer service, or insurance is
preferred.
 Familiarity with health insurance
policies and terminology is a plus.
 Strong communication skills with the
ability to explain complex information
clearly.
 Proficiency in CRM software and
basic computer applications.
 Fluency in – English and Hindi.

Location Thane