Client Service Manager

This Position is for Share India Insurance Brokers Pvt Ltd

Key Responsibilities:

1. Client Support
• Respond to client inquiries about insurance products, coverage options, policy terms, and claims processes.
• Provide guidance to clients on policy selection and renewal processes.

2. Policy Management

• Assist clients with policy changes, endorsements, cancellations, and reinstatements.
• Ensure timely follow-ups on policy renewals and premium payments.

3. Claims Assistance

• Support clients in filing insurance claims, gathering necessary documentation, and explaining the claims process.
• Liaise with insurers and claims adjusters to ensure timely resolution of claims.

4.Relationship Building

• Build and maintain strong relationships with clients by providing personalized service and addressing their specific needs.
• Act as a trusted advisor to clients, enhancing loyalty and retention.

5.Problem Resolution

• Handle complaints and disputes professionally and efficiently, escalating complex issues to appropriate teams as needed.
• Proactively identify potential issues and work to resolve them before they impact the client.

6.Administrative Support

• Maintain accurate records of client interactions, policy details, and communications in the companys CRM system.
• Generate reports on client activity, service performance, and feedback.

7. Compliance & Knowledge

• Ensure adherence to all regulatory and company compliance requirements.
• Stay updated on industry trends, new products, and policy changes.

Required Qualifications and Skills

• Education: High school diploma or equivalent; a bachelors degree or insurance certification (e.g., IRDAI,CII) is a plus.
• Experience: Minimum 1 year of experience in customer service, preferably in the insurance industry.
• Technical Skills: Familiarity with CRM systems, MS Office Suite, and insurance software tools.
• Soft Skills: Excellent communication, problem-solving, and interpersonal skills. Strong attention to detail and the ability to multitask in a fast-paced environment.

Key Performance Indicators (KPIs)

• Client satisfaction scores (CSAT).
• First response time and resolution time for client issues.
• Policy renewal and retention rates.
• Accuracy and completeness of client records.

Location Andheri (East)

Company's Website:

https://shareindiainsurance.com/#/

https://www.shareindia.com/

https://policysquare.in/

Vibha-HR

8104479434