Key Responsibilities:

• Provide outstanding service by addressing customer inquiries and ensuring smooth, accurate transactions during the sales process.
• Assist with outbound calls to motivate customers to renew their personal insurance policies, aiming to meet retention goals.
• Work closely with teams such as Underwriting, Claims, and Finance to help achieve company objectives and uphold service standards.
• Prepare and organize monthly reports and account summaries.
• Drive individual and team performance to meet Key Performance Indicators (KPIs).
• Contribute to service and process improvements, ensuring smooth operations while maintaining business standards and compliance.
• Support the team with additional tasks as needed.