Renewal Associate- Health Insurance

PolicyX.com

Commenced in 2013, PolicyX.com is the leading and Trusted Insurance Web aggregator. An IRDA-approved comparison Portal helps customers compare Insurance Policies and choose the best one out of all. We offer free and unbiased quotes for Insurance Products Such as Life, Car, Health, Travel, Investment, Pension, and business among others with the help of our tie-ups with Top Insurance Companies. Our Google Rating is 4.5

Job Title

Health Insurance Renewals

Department: Renewal – Associate Location: Indore Experience Required: Minimum 6 months in Health Insurance Renewals Reporting To: Team Leader / Assistant Team Leader – Renewals

Job Summary

The Health Renewals for health insurance renewal processes, supporting renewal executives with product knowledge, customer handling, and retention strategies. The role focuses on ensuring high renewal conversion, reducing churn, and delivering an excellent customer experience through expert guidance and issue resolution.

Key Responsibilities

Support renewal executives with complex customer queries, objections, and escalations

Ensure maximum customer retention through effective communication and follow-ups

Handle high-value or critical renewal cases independently

Guide the team on best renewal practices, pitch improvement, and compliance

Coordinate with insurers, underwriting, and internal teams for smooth renewal closure

Monitor renewal quality and ensure adherence to IRDA and company guidelines

Assist TL/ATL in achieving team renewal and retention targets

Share product updates and renewal insights with the team on a regular basis

Key Skills & Competencies

Strong knowledge of Health Insurance products and renewal processes

Proven experience in customer retention and objection handling

Excellent communication skills (Hindi & basic English preferred)

Ability to handle escalations and difficult customers confidently

Target-driven mindset with problem-solving skills

Comfortable using CRM systems and renewal portals

Attention to detail and compliance orientation

Eligibility Criteria

Minimum 6 months of experience in Health Insurance Renewals

Experience in customer retention or renewal sales is mandatory

Pay

Up to ₹25,000.00 per month

Benefits

Paid sick time

Provident Fund

Work Location

In person