Customer Relation Executive - Insurance
Sahayak Associates
- Location
- Chandigarh, Chandigarh, India
- Job type
- Full-time
About the role
Sahayak Associates
Website:
sahayakassociates.in
Job details:
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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