Customer Relation Executive - Insurance

Sahayak Associates


Date: 21 hours ago
City: Chandīgarh, Chandigarh
Contract type: Full time
Tasks

  • Provide prompt, accurate, and friendly customer service. This will include providing the most cost-effective comprehensive Insurance coverage to clients.

  • Prospect for new business through various channels and follow up warm leads. Shall involve responding to inquiries regarding coverage, policy changes, insurance availability etc.

  • Use a customer-focused, needs-based review process to educate customers about insurance coverage/options.

  • Hold internal and client facing status meetings, and updates that report on performance, issues, and continuous improvement.

  • Create and maintain comprehensive project and client documentation.

  • Plan and facilitate client-planning sessions to ensure all contractual obligations are met and performance of client’s portfolio is on par with expectations.

  • Build strong working relationships with clients, stakeholders, and team members through effective communication throughout the client life cycle.


Requirements

  • Provide prompt, accurate, and friendly customer service. This will include providing the most cost-effective comprehensive Insurance coverage to clients.

  • Prospect for new business through various channels and follow up warm leads. Shall involve responding to inquiries regarding coverage, policy changes, insurance availability etc.

  • Use a customer-focused, needs-based review process to educate customers about insurance coverage/options.

  • Hold internal and client facing status meetings, and updates that report on performance, issues, and continuous improvement.

  • Create and maintain comprehensive project and client documentation.

  • Plan and facilitate client-planning sessions to ensure all contractual obligations are met and performance of client’s portfolio is on par with expectations.

  • Build strong working relationships with clients, stakeholders, and team members through effective communication throughout the client life cycle.

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