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If you’ve Googled “Insurance Renewal Officer job description,” chances are you’ve seen the same cookie-cutter posts: dry bullet points, vague duties, and zero insight into why the role matters. The problem? Those posts don’t inspire the kind of renewal professionals who keep retention high and customers loyal. A great job description should do more than list responsibilities—it should sell the opportunity, connect with the right people, and reflect your company’s values.
👉 Before diving in, I recommend checking out our full guide on how to write a job post that attracts top talent , Link https://workscreen.io/how-to-write-a-job-post/ — it explains why most generic job descriptions fail and gives you a proven format you can adapt to any role.
In this article, we’ll apply that framework specifically to Insurance Renewal Officers, with clear examples, templates, and insights you can copy, tailor, and use today.
WorkScreen simplifies the hiring process, helping you quickly identify top talent while eliminating low-quality applications. By saving you countless hours and reducing the risk of bad hires, it empowers you to build a team that delivers results
What an Insurance Renewal Officer Actually Does
An Insurance Renewal Officer is the safeguard for both clients and the company when it comes to policy renewals. They don’t just send out reminders—they manage the entire process, making sure clients understand their options, premiums are accurate, and coverage continues without interruption. This role is equal parts relationship-builder, analyst, and communicator.
At its core, the job is about retention and trust. A strong Renewal Officer keeps customers happy, ensures compliance with insurance requirements, and protects the company’s book of business by reducing churn.
Core Responsibilities Snapshot
- Track expiring policies — monitor renewal dates and ensure no coverage gaps.
- Review client profiles — check for changes in exposure, risk, or coverage needs.
- Prepare and compare quotes — work with carriers to deliver the best renewal options.
- Communicate with clients — explain updates clearly and guide them through decisions.
- Negotiate adjustments — handle premium changes or endorsements where needed.
- Process renewals accurately — update systems, finalize paperwork, and confirm coverage.
- Collaborate internally — partner with account managers, underwriters, or sales teams to ensure smooth renewals.
- Maintain compliance — make sure renewals meet regulatory and internal standards.
Done right, an Insurance Renewal Officer helps clients feel secure and valued—while also keeping revenue steady and predictable for the business.
Two Great Insurance Renewal Job Description Templates
✅ Option 1: Job Description For Experienced Insurance Renewal Officer
Job Title: Insurance Renewal Officer — Commercial & Personal Lines (Hybrid, Nairobi)
Compensation: KES 180,000–240,000/month + performance bonus + benefits
Schedule: Full-Time · Hybrid (2–3 days in office)
Location: Nairobi, Kenya
🎥 A quick word from your hiring manager: (Insert Loom/YouTube link)
Who We Are
Acacia Risk & Insurance helps Kenyan SMEs and families stay confidently covered as their lives and businesses evolve. We pair attentive service with clear, human explanations—so clients understand their coverage and feel supported at renewal time. Our team is known for fast responses, clean documentation, and keeping promises long after the policy is sold.
Why This Role Exists
Our portfolio is growing quickly, and renewals are where we protect trust and revenue. You’ll own the renewal cycle end-to-end—reviewing exposures, preparing options, guiding clear decisions, and ensuring on-time closes without coverage gaps.
What You’ll Do
- Manage a rolling portfolio of expiring policies across personal & commercial lines
- Review client profiles for exposure/risk changes; recommend endorsements or re-marketing
- Prepare renewal quotes; compare pricing and terms across carriers
- Communicate proactively—email, phone, or video—to explain trade-offs and next steps
- Negotiate adjustments where appropriate; escalate complex cases fast
- Maintain flawless records in our AMS/CRM and hit on-time renewal targets
- Partner with Account Managers and Underwriters to unblock edge cases
What Makes You a Great Fit
- 3+ years in P&C renewals, broking, or underwriting support (commercial lines a plus)
- Comfortable with loss runs, carrier portals, and endorsement workflows
- Clear, calm communicator who can simplify coverage for non-experts
- Strong time management; thrives with multiple deadlines
- Bonus: Progress toward ACII (or equivalent), advanced spreadsheet/CRM skills
Skills You’ll Use Daily
Policy review • Exposure analysis • Pricing comparison • Negotiation • Objection handling • Documentation • Compliance basics • Time blocking
Perks & Benefits
- Medical, dental, vision; pension contributions
- Device stipend; paid learning budget & certification support
- 24 flex days off per year + one wellness day each quarter
Why This Role Is a Great Fit
You’ll join a team that values preparation over pressure and coaching over micromanagement. We make decisions with data, communicate like humans, and celebrate renewal wins that protect people—not just numbers.
How to Apply
We respect your time. That’s why we use WorkScreen—so you’re evaluated based on strengths, not buzzwords.
Click the link below to complete your short, structured evaluation: 👉 [Insert WorkScreen Link]
✅ Option 2: Job Description For Entry-Level Insurance Renewal Officer
Job Title: Insurance Renewal Officer (Entry-Level, Training Provided)
Compensation: KES 120,000–150,000/month + benefits
Schedule: Full-Time · Hybrid (2 days in office)
Location: Nairobi, Kenya
🎥 A quick word from your hiring manager: (Insert Loom/YouTube link)
Who We Are
Acacia Risk & Insurance is a Nairobi-based brokerage supporting households and growing businesses across Kenya. We’re practical, friendly, and relentless about client follow-through—especially at renewal time. You’ll learn from experienced Renewal Officers who care about clean processes and clear communication.
Job Brief
You’ll learn to track expiring policies, prepare simple quotes, explain renewal steps, and finalize paperwork accurately. We’ll train you on systems, coverage basics, and how to communicate options with confidence.
Responsibilities
- Track expiring policies and send timely notices
- Verify client details; update records in the AMS/CRM
- Prepare basic renewal quotes under supervision
- Call/email clients to explain next steps and collect decisions
- Escalate complex cases quickly to senior team members
- Keep documentation tidy and compliant
Requirements
- Detail-oriented, organized, and dependable
- Strong written and spoken communication
- Comfortable with spreadsheets, portals, and multitasking
- Diploma/degree helpful but not required; customer-facing experience is a plus
- Curiosity about insurance and a desire to learn
Perks & Benefits
- Medical, dental, vision; pension
- Paid training with a clear 6-month ramp plan
- Learning budget and exam/certification support
Why This Role Is a Great Fit
You’ll build real insurance skills, gain confidence talking to clients, and grow into independent renewals work with a supportive team that invests in your progress.
How to Apply
We respect your time. That’s why we use WorkScreen—so you’re evaluated based on strengths, not buzzwords.
Click the link below to complete your short, structured evaluation: 👉 [Insert WorkScreen Link]
Don’t let bad hires slow you down. WorkScreen helps you identify the right people—fast, easy, and stress-free.
Breakdown of Why These Insurance Renewal Officer Job Posts Work
Most insurance job ads sound like they were pulled straight from an HR filing cabinet. They list tasks, years of experience, and end with “only shortlisted candidates will be contacted.” That’s not how you attract professionals who protect retention and revenue. Here’s why the two templates above stand out:
1. The Titles Are Clear and Specific
Instead of just saying “Insurance Officer”, the posts spell out: “Insurance Renewal Officer — Commercial & Personal Lines (Hybrid, Nairobi)” or “Entry-Level Insurance Renewal Officer (Training Provided)”. Candidates instantly know the scope, location, and seniority level.
2. They Open With a Human Touch
Each post starts with a short Loom/YouTube video from the hiring manager. This adds personality, shows authenticity, and makes applicants feel like they’re applying to a real team, not a faceless listing.
3. The Company Story Is Real, Not Generic
The “Who We Are” sections aren’t placeholders. They tell a story about Acacia Risk & Insurance, showing the company’s focus on client trust, service, and clean processes. That kind of detail helps candidates imagine themselves in the role.
4. Responsibilities Have Context, Not Just Tasks
Instead of saying “manage renewals”, the descriptions show why renewals matter (“protect trust and revenue,” “avoid coverage gaps”) and what success looks like (accurate documentation, timely quotes, happy clients).
5. Qualifications Are Balanced
The experienced role emphasizes proven skills (loss-run analysis, ACII progress), while the entry-level version welcomes learners, highlighting curiosity and customer service instead of gatekeeping with “must-have” credentials. This opens the door to both seasoned pros and ambitious newcomers.
6. Salary, Perks, and Benefits Are Transparent
Both posts list pay ranges upfront, plus benefits like medical, pension, learning budgets, and flex days. Transparency builds trust and filters in candidates who are serious about the role.
7. Candidate Experience Is Respected
Instead of the cold “send your CV and only shortlisted will be contacted,” the application section uses WorkScreen. This signals fairness, efficiency, and respect for applicants’ time—an instant differentiator in the insurance space.
8. The Tone Feels Human and Motivating
The language isn’t corporate fluff. It’s conversational: “We make decisions with data, communicate like humans” or “We’ll train you on systems, coverage basics, and how to communicate options with confidence.” That tone builds connection with thoughtful, selective candidates.
Example of a Bad Insurance Renewal Officer Job Description (And Why It Fails)
Job Title: Insurance Officer
Company: ABC Insurance
Job Type: Full-Time
Location: Nairobi, Kenya
Job Summary
ABC Insurance is seeking an Insurance Officer to assist with client policy renewals and other administrative tasks. The officer will ensure policies are updated and coordinate with other departments as needed.
Key Responsibilities
- Handle renewals and ensure timely processing
- Maintain client files and documents
- Communicate with clients as required
- Support other insurance operations when needed
Requirements
- Bachelor’s degree in Business, Finance, or related field
- 2–3 years of experience in insurance operations
- Strong communication and organizational skills
How to Apply
Interested candidates should send their CV to hr@abcinsurance.com. Only shortlisted candidates will be contacted.
Why This Job Post Falls Short
- Generic Title
“Insurance Officer” is vague. It doesn’t signal focus (renewals), level of seniority, or why the role matters. - Weak Introduction
The summary is just a filler sentence. There’s no mention of the company’s mission, customer impact, or why renewals are important. - No Transparency
There’s no salary range, no mention of benefits, and no sense of what the candidate gains from joining. This lack of clarity can turn strong applicants away. - Vague Responsibilities
“Handle renewals” and “support operations” could mean anything. There’s no detail on outcomes, tools, or collaboration. - Cold, Exclusionary Hiring Process
“Only shortlisted candidates will be contacted” feels dismissive. It suggests applicants will be ignored, which hurts your brand reputation. - Zero Personality
The language is stiff and transactional. There’s no warmth, no company culture, no human touch—just another faceless posting in a crowded job board.
Bonus Tips to Make Your Job Post Stand Out
Even a well-structured job description can blend in if it doesn’t go the extra mile. Here are simple additions that can help your Insurance Renewal Officer post feel more trustworthy, attractive, and memorable:
1. Add a Security & Privacy Notice
Show applicants you take their data seriously. For example:
“We will never ask for payment, bank details, or personal financial information at any stage of our hiring process. Your privacy and security are a priority.”
This instantly builds trust and reassures candidates who may be wary of scams in the job market.
2. Mention Leave and Flex Days
While salary matters, serious candidates also want to know about time off. For example:
“Enjoy 24 flex days off per year, plus a wellness day each quarter, so you can recharge and come back stronger.”
This signals you care about work–life balance, which helps you stand out.
3. Highlight Training & Growth Opportunities
Insurance isn’t static. Regulations, products, and client needs evolve constantly. If you offer mentorship, certification support, or structured growth paths—say so. Example:
“We invest in your development. You’ll receive paid training and support toward certifications like ACII to help you grow your career.”
4. Include a Hiring Manager Video
Candidates love seeing the humans behind the company. A 60–90 second Loom or YouTube video from the hiring manager or CEO explaining the role’s importance makes your post instantly more personal.
Here is an example that we used in our master guide on how to write a great job post description , you can check it out here https://www.loom.com/share/ba401b65b7f943b68a91fc6b04a62ad4
5. Add Real Employee Voices
If you have positive Glassdoor reviews or internal testimonials, link or quote them briefly. Authentic feedback from your current team builds credibility and connection.
Should You Use AI to Write an Insurance Renewal Officer Job Description?
With all the hype around AI, it’s tempting to one-click a “job description generator” and paste the output. But here’s the truth: if you rely on AI without giving it context, you’ll end up with a generic, soulless post that blends in with every other listing online. That’s not what attracts renewal officers who can actually protect revenue and build trust with clients.
Why You Shouldn’t Rely on AI Alone
- It produces generic filler — broad bullet points that could apply to any insurance role.
- It attracts the wrong applicants — people mass-applying, not those who care about your company’s mission.
- It weakens your brand — your job post is often a candidate’s first impression. A bland, AI-only draft makes your company look forgettable.
The Smarter Way to Use AI
AI can be a powerful assistant—if you give it the raw ingredients. Think of it as your writing partner, not your replacement.
Provide details like:
- What your company does and who you serve
- Why the role matters (renewals = retention + client trust)
- Your culture and values
- The tools you use (AMS/CRM, carrier portals)
- Compensation, perks, and growth paths
- Your respectful hiring process (WorkScreen, timelines, video intro)
Then ask AI to polish your draft: smooth the tone, organize the sections, and tighten the flow.
Example Prompt You Can Use
“Help me write a job post for an Insurance Renewal Officer at Acacia Risk & Insurance. We serve SMEs and families in Nairobi, helping them stay confidently covered as their businesses and lives change. We’re hiring for [Entry-Level / Experienced] candidates. The role involves tracking expiring policies, preparing renewal quotes, communicating with clients, and ensuring compliance. Our culture values preparation, clarity, and coaching over pressure. Salary range is KES 180,000–240,000/month with medical, pension, flex days, and certification support. Please include a section for a short Loom video, outline perks separately from ‘Why This Role Is a Great Fit,’ and close with this WorkScreen ‘How to Apply’ block: We respect your time… 👉 [Insert WorkScreen Link]. Here are a few notes I’ve written to get you started: [paste your notes]. Keep the tone human and mission-driven.”
By giving AI structure, you’ll get a polished post that reflects your company—not just another bland template.
If your hiring process is stressful, slow, or filled with second-guessing—WorkScreen fixes that. Workscreen helps you quickly identify top talent fast, eliminate low-quality applicants, and make better hires without the headaches.
Copy-Paste Job Description Templates For Quick Use
✅ Option 1: Conversational (Culture-First Style)
Job Title: Insurance Renewal Officer — [Commercial/Personal Lines] at [Company Name]
💼 Location: [Remote/Hybrid/In-Office] (HQ: [City, State/Country])
🕒 Type: [Full-Time/Part-Time]
💰 Salary Range: [${X},000 – ${Y},000]/year
🎥 Message from the Hiring Manager (insert Loom/YouTube link)
Who We Are
[Company Name] helps [customer segment: e.g., SMEs, families] stay confidently covered as their needs evolve. We’re known for clear explanations, fast responses, and keeping promises long after a policy is sold.
What You’ll Do
- Track a rolling portfolio of expiring policies; prevent coverage gaps
- Review client profiles for exposure/risk changes; recommend endorsements or re-marketing
- Prepare renewal quotes; compare pricing and terms across carriers
- Communicate options clearly via email/phone/video and guide decisions
- Negotiate adjustments when appropriate; escalate edge cases quickly
- Maintain clean documentation and on-time renewal targets in the AMS/CRM
- Partner with Account Managers and Underwriters to unblock issues
What Makes You a Great Fit
- 3+ years in P&C renewals, broking, or underwriting support
- Comfortable with loss runs, carrier portals, and endorsement workflows
- Clear communicator who simplifies coverage for non-experts
- Organized, deadline-driven; strong follow-through
- Bonus: Progress toward industry certifications; strong spreadsheet/CRM skills
Perks & Benefits
- [Health/medical], [dental/vision], [retirement/pension]
- [Learning budget] + [certification support]
- flex days per year + [wellness day cadence]
Why This Role Is a Great Fit
You’ll join a team that values preparation over pressure and coaching over micromanagement. We make decisions with data, communicate like humans, and celebrate renewal wins that protect people—not just numbers.
How to Apply
We respect your time. That’s why we use WorkScreen—so you’re evaluated based on strengths, not buzzwords.
👉 Click the link below to complete your short, structured evaluation: [Insert WorkScreen Link]
✅ Option 2: Structured (Job Brief + Responsibilities + Requirements)
Job Title: Insurance Renewal Officer (Entry-Level, Training Provided) at [Company Name]
💼 Location: [Remote/Hybrid/In-Office] (HQ: [City, State/Country])
🕒 Type: [Full-Time/Part-Time]
💰 Salary Range: [${X},000 – ${Y},000]/year
About Us
[Company Name] is a [location]-based brokerage serving [households/SMBs/enterprise clients]. We’re approachable, reliable, and thorough—especially at renewal time.
Job Brief
Support the end-to-end renewal cycle: track expirations, prepare simple quotes, communicate steps, and finalize paperwork accurately. No prior insurance experience required—training provided.
Responsibilities
- Track expiring policies and send timely notices
- Verify client details; update records in AMS/CRM
- Prepare basic renewal quotes under supervision
- Explain renewal steps to clients via email/phone
- Escalate complex cases to senior officers
- Keep documentation tidy and compliant
Requirements
- Detail-oriented, organized, dependable
- Excellent written and verbal communication
- Comfortable with spreadsheets, portals, and multitasking
- Diploma/degree preferred (not required); customer-facing experience is a plus
- Curiosity about insurance and willingness to learn
Perks & Benefits
- [Health/medical], [dental/vision], [retirement/pension]
- Paid training with a clear [X]-month ramp plan
- Learning budget + exam/certification support
How to Apply
We respect your time. That’s why we use WorkScreen—so you’re evaluated based on strengths, not buzzwords.
👉 Click the link below to complete your short, structured evaluation: [Insert WorkScreen Link]
Let WorkScreen Handle the Next Phase of Hiring
Writing a great job post is just the first step. Once you attract the right applicants, you need a way to quickly separate genuine talent from low-effort submissions. That’s where WorkScreen.io comes in.
With WorkScreen, you can:
- Quickly identify your most promising candidates
WorkScreen automatically evaluates, scores, and ranks applicants on a performance-based leaderboard—making it easy to spot top talent, save time, and make smarter, data-driven hiring decisions.
- Easily administer one-click skill tests
With WorkScreen, you can administer one-click skill tests to assess candidates based on real-world ability—not just credentials like résumés and past experience. This helps you hire more confidently and holistically.
- Eliminate low-effort and AI-assisted applicants
WorkScreen automatically eliminates low-effort applicants who use AI Tools to apply, copy-paste answers, or rely on “one-click apply.” This way, you focus only on genuine, committed, and high-quality candidates—helping you avoid costly hiring mistakes.
When you pair a compelling job post with WorkScreen’s evaluation system, you don’t just attract applicants—you attract the right ones, and move faster toward the hire you actually need.
FAQ
Look for a mix of technical and soft skills. On the technical side: policy review, risk assessment, quoting, and documentation accuracy are crucial. On the soft skills side: clear communication, client relationship management, time management, and problem-solving matter just as much. Strong candidates can both analyze numbers and explain coverage simply to clients.
Salaries vary by region and level of experience. In many markets, entry-level Insurance Renewal Officers earn in the low-to-mid range compared to other insurance roles, while experienced officers with certifications (like ACII) and a track record of high retention can earn significantly more. As a rule of thumb: expect entry-level roles to sit just above administrative support pay, while senior renewal officers approach account manager compensation levels.
Not exactly. While both roles involve client contact, Renewal Officers focus specifically on the renewal cycle—tracking expiring policies, preparing quotes, and ensuring timely closes. Account Managers typically own broader client relationships, including cross-selling, onboarding, and long-term strategy.
Key performance indicators (KPIs) often include:
- On-time renewal rate
- Retention percentage
- Accuracy of documentation
- Re-marketing turnaround speed
- Client satisfaction or NPS after the renewal process
Certifications aren’t always required, but they’re highly valuable. Progress toward designations like ACII, CPCU, or DIP shows commitment and can accelerate career progression. Employers often support certification as part of professional development.
