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Renewal Coordinator
2 weeks ago
Job Summary:
The Renewal Coordinator is responsible for providing outstanding customer service and administrative support in managing policy renewals within the Life, Accident & Health (LAH) and Property & Casualty (P&C) insurance lines. This role ensures timely and accurate renewal processing, assists clients with inquiries, and maintains strong communication between internal teams and external customers. The ideal candidate will have a strong customer service background, practical MS Office skills, and experience in a professional business or call center environment.
Key Responsibilities:
- Manage and coordinate the end-to-end renewal process for insurance policies, ensuring accuracy and compliance with company and regulatory standards.
- Provide exceptional customer service by addressing client inquiries regarding renewals, billing, and policy information.
- Review and verify policy details, ensuring accurate data entry and timely updates in internal systems.
- Communicate effectively with clients, agents, and internal departments to ensure seamless renewal processing.
- Utilize Microsoft Office tools (Word, Excel, Teams) to track, document, and report renewal activities.
- Identify opportunities for policy retention and upselling, supporting overall business growth and client satisfaction.
- Maintain organized renewal files, monitor renewal timelines, and follow up proactively with clients as needed.
- Support the call center team with inbound and outbound communication related to renewals and customer account maintenance.
Qualifications:
- Education: High School Diploma or equivalent — Required
- Experience:
- Minimum 2 years of customer service experience in a business or professional environment — Required
- Practical knowledge of Microsoft Office (Word, Excel, Teams) — Required
- Prior experience in LAH/P&C insurance industry (Life, Accident & Health; Property & Casualty) — Highly Desired
- Prior experience in a call center environment — Preferred
Job Type: Contract
Pay: $ $22.00 per hour
Work Location: In person