Renewal Portfolio Manager

2 days ago


Delhi, Delhi, India beBeeInsurance Full time ₹ 30,00,000 - ₹ 60,00,000
Key Responsibilities of a Collection Executive

The primary focus of this role is to maintain and track customer renewal targets through direct communication and on-site visits. This involves identifying opportunities to upsell and cross-sell insurance products, while also providing exceptional customer service to ensure retention.

  • Maintain accurate records of customer interactions and update relevant databases in a timely manner.
  • Evaluate daily sales performance and conversion rates, then share key insights with management for strategic planning.
  • Analyze customer needs and preferences to recommend tailored solutions that meet their expectations.
  • Ensure seamless transactions by processing payments promptly and resolving any queries or issues that may arise.
  • Collaborate with internal stakeholders to develop and implement effective sales strategies that drive business growth.
Industry: InsuranceDepartment: Customer Success & Service

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