Website:
alete.in
Job details:
Telecaller — Insurance
Industry: Insurance
Type: Full time
Location: Gurgaon, (5 days In person, Saturday, work from home)
Experience: Minimum 3-5 Years
Reporting To: Senior Management / Business Head
ROLE OVERVIEW
We are looking for a confident and customer-focused Telecaller to join our insurance brokerage team. In this role, you will be the primary voice of the company — engaging prospective clients, following up on leads, servicing existing policyholders, and liaising with insurers and other third parties. You will play a key part in generating business, maintaining relationships, and ensuring every interaction reflects the professionalism and trust that defines our brokerage.
KEY RESPONSIBILITIES
Client Engagement
• Make outbound calls to prospective clients to introduce insurance products and generate new business leads.
• Handle inbound enquiries professionally, assessing client needs and recommending suitable coverage options.
• Follow up on quotes, renewals, and pending documentation to convert leads and retain existing clients.
• Explain policy terms, premiums, exclusions, and claims processes in plain, accurate language.
Relationship Management
• Build and nurture long-term relationships with clients, ensuring high levels of satisfaction and retention.
• Coordinate with insurers, underwriters, and adjusters to resolve client queries and claims-related matters.
• Liaise with internal teams (accounts, compliance, operations) to ensure seamless policy issuance and service.
Administration & Compliance
• Accurately record call outcomes, client details, and follow-up actions in the CRM system.
• Adhere to all regulatory guidelines including data privacy, anti-mis-selling rules, and disclosure requirements.
• Escalate complaints or complex cases promptly to the appropriate team member or supervisor.
• Meet daily/weekly call targets, lead conversion ratios, and quality benchmarks set by management.
QUALIFICATIONS & EXPERIENCE
• Minimum: High school diploma or equivalent; a diploma or degree in business, finance, or a related field is preferred.
• 1–3 years of experience in telecalling, telesales, or customer service — experience in insurance, financial services, or banking is a strong advantage.
• Familiarity with insurance products (life, health, motor, property, or commercial lines) is desirable.
• Experience working with CRM platforms (e.g., Salesforce, HubSpot, or similar) is a plus.
SKILLS & COMPETENCIES
Communication & Interpersonal
• Excellent verbal communication — clear, confident, and persuasive without being pushy.
• Active listening skills: able to identify client needs quickly and respond with appropriate solutions.
• Fluency in English is required; proficiency in additional regional languages is an advantage.
Sales & Negotiation
• Comfortable with objection handling and able to turn hesitant prospects into engaged clients.
• Strong persuasion and closing skills with a consultative, needs-based approach.
• Results-oriented mindset with the ability to work towards and consistently meet sales targets.
Professional & Personal Attributes
• High level of integrity and commitment to ethical selling practices.
• Patient, empathetic, and able to manage challenging or distressed clients calmly.
• Detail-oriented with strong organisational skills and the ability to manage a high volume of daily interactions.
• Self-motivated and able to work independently as well as within a team environment.
• Basic computer literacy and comfort with MS Office and telephony systems.
WHAT WE OFFER
• Competitive base salary with performance-based incentives.
• Structured onboarding and ongoing product/regulatory training.
• Clear career progression pathways within the brokerage.
• A collaborative, supportive team environment.
Candidates who are shortlisted will be contacted within 10 business days of application. We are an equal opportunity employer.
Click on Apply to know more.