Aadeeshwara Fintech Pvt Ltd
Website:
insofy.in
Job details:
Company Description Aadeeshwara Insurance Brokers, based in Faridabad, is a direct insurance broker specializing in both Life and General Insurance solutions. Registered with the Insurance Regulatory and Development Authority of India (IRDA) under registration number 960, the company focuses on delivering tailored, comprehensive coverage that protects clients’ assets and investments. With a broad portfolio that includes health, life, property, and casualty insurance, Aadeeshwara emphasizes excellence, integrity, and client satisfaction. A team of experienced professionals provides expert guidance and builds long-term client relationships. As the company expands, it offers a collaborative work environment, opportunities for growth, and the chance to contribute meaningfully to the insurance industry.
Role Description The Customer Relationship Management and Client Relationship Executive is a full-time, on-site role located in Palestinian Authority. This role is responsible for managing client interactions, maintaining strong relationships, and ensuring high levels of customer satisfaction across life and general insurance products. Day-to-day tasks include handling client inquiries, resolving issues, coordinating policy renewals, and supporting claims-related communication. The executive will update and maintain customer records, prepare reports on client engagement, and collaborate with internal teams to deliver tailored insurance solutions. The role also includes proactive outreach to clients, identifying upsell and cross-sell opportunities, and contributing to continuous improvement of customer service processes.
CRM & Client Relationship Executive
Company: Aadeeshwara Insurance Brokers Pvt. Ltd. (INSOFY)
Experience: 1–3 Years | Location: Faridabad/NCR region | Full time
Key Responsibilities
- Generate and follow up on new business leads.
- Manage client servicing, queries and day-to-day coordination.
- Handle renewal follow-ups and retention.
- Conduct client and channel partner visits for relationship building and business development.
- Identify cross-sell / up-sell opportunities.
- Maintain updated CRM records, follow-ups and MIS.
- Coordinate with clients, insurers and internal teams for timely closure.
- Communicate professionally through Email, Telephone and Online Meetings.
- Prepare meeting updates and ensure timely follow-up on commitments.
Desired Profile
- Graduate with 1–3 years’ experience in CRM, client servicing, sales or insurance.
- Excellent verbal and written communication skills.
- Good relationship management and follow-up skills.
- Proficiency in MS Excel and CRM tools.
- Customer-focused, proactive and target-oriented.
- Willingness to travel for client/channel visits.
- Insurance experience preferred.
Key Focus: Lead Generation | Client Servicing | Channel Visits | Renewals | CRM | Communication |
Retention
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