Executive - Customer Support

Job Responsibilities

• Proactively engage with customers and agents immediately after quotation generation to explain product details and assist in decision-making.
• Understand customer requirements and suggest the most suitable life insurance products based on their needs.
• Handle inbound & outbound calls to address customer and agent queries related to life insurance plans, features, premium amounts, and benefits.
• Follow up proactively with customers and agents to drive policy closures and ensure timely completion of the sales process.
• Build and maintain strong relationships with customers and agents to enhance satisfaction and long-term retention.
• Maintain accurate records of customer interactions in the system and ensure seamless coordination with internal teams for policy issuance.

Desired Candidate Profile

• Education: Graduate (any discipline).
• Knowledge: Life Insurance Products
• Experience: o 2-5 years in life insurance advisory or customer service.
• o 1-3 years in telesales or insurance-related customer support.
• Language Proficiency: Must be fluent in Hindi and English, with at least one additional
  language from Marathi, Tamil, or Kannada.
• Skills: o Strong communication and persuasion skills.
• o Ability to understand customer needs and provide tailored product recommendations.
• Experience in handling customer queries and overcoming objections effectively.

o Self-motivated with a target-driven approach.

o Proficiency in MS Excel and report writing.