Officer | Executive - Policy Retention Unit National Sales Life
Sales / Marketing / Business Development / Merchandising
About the Employer
Job Description
Job Duties and Responsibilities;
- Customer Communication: Proactively engage with policyholders via telephone or other appropriate communication channels to remind them of upcoming policy renewals.
- Document Handling: Prepare and dispatch renewal reminders and notices to designated clients in a timely manner.
- Follow-Up: Monitor the progress of policy renewals and ensure that all client inquiries related to renewals are addressed promptly and professionally.
- Data Management: Maintain and regularly update the client database, to accurately reflect policy statuses, communication history, and follow-up schedules.
- Reporting: Support the preparation of weekly and monthly reports detailing renewal progress, customer engagement metrics, and any identified issues or concerns.
- Collaboration: Coordinate effectively with sales and customer service teams to address client concerns and ensure swift resolution of issues.
- Customer Support: Provide clients with accurate information regarding policy terms, coverage options, and available payment methods.
- Cross-Selling Opportunities: Identify and pursue opportunities for cross-selling or upselling additional insurance products during renewal-related interactions, based on individual customer needs.
- Compliance: Ensure all communications and related processes comply with applicable industry regulations and internal company policies.
Qualifications / Pre-requisites / Requirements for the position;
- Executive:
- Degree/Special Degree/Professional Qualification or Equivalent related to the functional area from a University/Institute approved by the UGC with minimum 03 years’ experience in similar capacity.
- Officer:
- Passed G.C.E A/L with 03 Main Subjects in one sitting (excluding General English & Optional Subjects) AND Passed G.C.E O/L with Credit passes for Mathematics, English, Sinhala/Tamil (within two sittings) with minimum 01 year experience in similar capacity.
- Excellent communication skills in Sinhala or Tamil and English.
- Should possess a presentable and positive attitude, a pleasing and outgoing personality, a customer-oriented mindset, strong interpersonal skills, and a winning attitude.
- Age is preferably below 36.
If you believe you possess the above qualifications & experience, send in your CV along with the names of two non-related referees within 07 days of this advertisement to the address below, stating the post applied for on the left corner of the envelope or e-mail it to [email protected] stating the post applied for in the subject line.
DGM - Human Resources
Sri Lanka Insurance Life, No 21, Vauxhall Street, Colombo 02.
Company Registration Number: PB 286362
