Analyst, Sales Support & Servicing
Core
Manage orphan, handover, and lapsed insurance policies to keep customers happy and policies active.
Role type
Sales support analyst (insurance)
Builds
Active insurance policies and customer retention
Domain
Insurance / Financial Services
Required skills
Policy reinstatement, customer engagement, credit life support, policy issuance, urgent request handling, cross-functional coordination, reporting
Preferred skills
Upselling, cross-selling, process improvement
Technologies
MS Excel, IPOS
Responsibilities
Reinstate lapsed policies, engage with customers to solve issues and upsell, submit credit life proposals, issue policies, handle urgent requests, coordinate with underwriting and claims teams, prepare performance reports, support sales events
Seniority
Junior, hands-on IC