Customer Care Executive

he "CRE" job profile in an insurance company most commonly refers to a Customer Relationship Executive or Customer Relations Executive. While the specific duties can vary slightly by company, the role generally focuses on customer interaction, support, and retention.Here is a breakdown of the typical job profile for a female Customer Relationship Executive in the insurance domain

:Key ResponsibilitiesCustomer Servicing and Support:Handling inbound and sometimes outbound customer inquiries, calls, emails, and chat messages related to insurance policies (e.g., policy details, premium payments, renewals, claim status).Providing accurate and comprehensive information about the company's insurance products and services.Educating customers on policy features, benefits, and exclusions.Relationship Management and Retention:Building and maintaining strong, positive, and trusting relationships with existing and potential customers.Working to enhance customer loyalty and retention by ensuring a positive overall experience.Following up with customers to ensure their issues are resolved and they are satisfied with the service.Complaint Resolution:Efficiently and professionally addressing and resolving customer complaints and escalations.Coordinating with internal teams (like claims, underwriting, or sales) to find solutions for complex issues.Sales Support/Upselling/Cross-selling (Often Target-Driven):

Identifying opportunities to cross-sell or up-sell additional insurance products (e.g., suggesting a life insurance policy to a health insurance customer).Converting inquiries into new business leads or fixing appointments for sales teams (Tele-Sales may be a primary function).Documentation and Administration:Maintaining accurate and up-to-date records of all customer interactions, transactions, and feedback in the Customer Relationship Management (CRM) system.Assisting customers with policy-related paperwork and updates.Required Skills and QualificationsEducation: Typically a Bachelor's degree in any field (Business, Finance, or Marketing is often preferred).Experience: Previous experience in customer service, client handling, or sales, preferably in the insurance or financial services industry, is often required or highly valued.Soft Skills:Excellent verbal and written communication skills.Strong interpersonal skills and a patient, empathetic approach.Effective problem-solving and conflict resolution abilities.A customer-centric and professional attitude.Technical Skills:Familiarity with CRM software (Customer Relationship Management).Proficiency in Microsoft Office Suite (Word, Excel).The job is often full-time and typically involves a day shift with in-person work, though remote or hybrid options may exist. Many roles offer a base salary along with performance-based incentives or bonuses.Please reach us on the below mentioned Email id. [email protected]

Job Types: Full-time, Permanent, Fresher

Pay: ₹12,000.00 - ₹18,000.00 per month

Benefits:

• Provident Fund

Language:

• Hindi (Preferred)
• English (Preferred)
• Telugu (Preferred)

Work Location: In person