QUALIFICATIONS:
- Female
- Excellent interpersonal skills, with the ability to build and maintain strong relationships with customers and colleagues.
- Excellent communication skills, both written and verbal.
- Proficient in Microsoft Excel for reporting and data management.
- Able to work effectively and efficiently under pressure, managing multiple tasks accurately.
- Possesses a positive attitude towards work and is proactive in resolving issues.
- Prior experience in insurance processing or customer service is an advantage but not required.
Job Summary:
The Insurance Renewal Staff at Toyota Valencia is responsible for managing the renewal of customers’ vehicle insurance policies, ensuring timely communication and efficient processing of renewals. This role requires excellent interpersonal and communication skills to interact effectively with clients, insurance providers, and internal teams. The ideal candidate is knowledgeable in Microsoft Excel, can work under pressure, and maintains a positive and proactive attitude toward work.
Key Responsibilities:
- Track and monitor upcoming vehicle insurance expirations and ensure timely communication with customers for renewal processing.
- Prepare and send insurance renewal notices to clients, providing them with all necessary information regarding their policy expiration, renewal options, and premium payments.
- Coordinate with insurance providers to obtain updated quotes and renewal terms for clients.
- Engage with customers via phone, email, or in-person to discuss their insurance renewal needs, explain policy details, and answer any inquiries.
- Provide excellent customer service by addressing client concerns and resolving issues related to insurance coverage, premiums, or claims.
- Guide customers through the insurance renewal process, ensuring they understand their options and the necessary steps for renewal.
- Maintain accurate records of all insurance renewal transactions, including client communications, quotes, and policy details.
- Prepare and update insurance renewal reports using Microsoft Excel, ensuring that all relevant data is organized and accessible.
- Assist in the preparation of monthly or quarterly renewal reports for management, detailing completed renewals and outstanding accounts.
- Work closely with the sales and aftersales teams to ensure smooth coordination between vehicle servicing and insurance renewal processes.
- Coordinate with the finance department to ensure timely payment processing for insurance premiums.
- Liaise with insurance providers to ensure that all policies are issued accurately and promptly.
- Handle multiple insurance renewal cases simultaneously, ensuring that deadlines are met and customers are kept informed throughout the process.
- Work effectively and efficiently even under pressure, managing a high volume of renewals while maintaining attention to detail.
- Prioritize tasks based on urgency and importance, ensuring that high-priority renewals are handled promptly.
- Maintain a positive attitude toward work, fostering a collaborative and productive working environment.
- Demonstrate a proactive and solutions-oriented approach to challenges, always seeking ways to improve the renewal process and enhance customer satisfaction.
Note: This is a general job description. Specific responsibilities and qualifications may vary depending on the specific role and level within Toyota Valencia City.