Assitance Manager

Current Designation: Sr Executive Fire General Insurance
Department/Group: General InsuranceLocation: Mumbai Kandivali Position Type: Full-TimeReporting RelationshipReports to: Operations Manager Positions Supervised Runner BoysInternal Relation: Customer Service, Sales External Relation: Insurance Companies,

Customers

Required Skills

Behavioral Functional

1. Customer Driven Should be
concerned that the customer does notmiss the deadline and effectively guidethemwith the rightsolutions2. Effective Communicator - As much asyou might prefer email and textmessaging, insurance business still getsdone over the phone.3. Time Management - A renewal is lateif all renewal requirements are notmet on or before the expiration dateof the license.4. Proactive Time being the biggestessence, the executive must beproactive and cant effort toprocrastinate

1. Calendar Management and Alertness -
Insurance professionals who handlerenewal should be alert with the calendarmanagement and alert the customers wellin advance.2. Subject matter expert Knowledge offire products3. Organizational Skills - Because insuranceprofessionals handle customer files andrecords, they must have efficientorganizational skills.4. Computer Skills - Insuranceprofessionalsmust be comfortable working withcomputers and making math calculations

Job Description
Role and Responsibilities:1. Renewing current policies and assisting with claims.2. Provide proactive support to clients in the renewal process consistently, timely, andaccurately.3. Track contracts that are soon to expire and contact customers for renewals. The customersneed to be contacted both in writing and by call 2 months in advance and reminders to be givenperiodically.4. When sending reminders, detailed fresh Quotes for renewal with complete information must beemailed to the client.5. Gracefully accept discontinuation and record the feedback.6. Analyze customer feedback and develop new techniques to ensure customerretention.7. Respond to customer queries and address service complaints in a timelymanner.8. Provide excellent customer service and ensure customersatisfaction.9. Build positive working relationships with customers for repeat businesses.10. When advising for renewal, you will sell, solicit, differentiate, and negotiate insurance plansthat match the needs of your assigned or prospective customers portfolio. Evaluating businessor individual customers needs and financial status and proposing protection plans that meettheir criteria11. Fill all proposals & portability forms & hand them to team members.12. Submit documents to the relevant concerned department.13. Scan all documents and email them to the team/insurance company for approval and get confirmation ofportability from the insurance company.14. Once everything is approved, inform the client, and get the cheque collected.15. Submit all the original documents to the Insurance Company.16. Report the progress of monthly/quarterly initiatives to stakeholders17. Maintain bookkeeping systems, database, and records18. The goal is to build up strong positive relationships, ensure growth attainment, and increase usfirms reputation.Education & Experience: Minimum 2 Years of Experience in Fire Insurance. Good Computer skills, especially MS Excel Sense of ownership and pride in your performance and its impact on the companys success Critical thinking and problem-solving skills Team player Good time-managementskills Great interpersonal and communication skills Bachelors in Any Field.

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