Customer Relation Executive - Insurance

As a valuable member of our team, your primary responsibility will be to provide prompt, accurate, and friendly customer service. This involves offering cost-effective and comprehensive Insurance coverage to our clients. You will also be required to proactively prospect for new business opportunities through various channels and effectively follow up on warm leads. Additionally, responding to inquiries regarding coverage, policy changes, and insurance availability will be part of your daily tasks. To ensure that our clients make informed decisions, you will utilize a customer-focused and needs-based review process to educate them about different insurance coverage options available. Moreover, you will be responsible for conducting internal and client-facing status meetings. These meetings will provide updates on performance, address any issues that may arise, and focus on continuous improvement. It will also be essential for you to create and maintain detailed project and client documentation. Furthermore, you will play a key role in planning and facilitating client-planning sessions. These sessions are crucial to guarantee that all contractual obligations are met and that the performance of our clients" portfolio aligns with their expectations. Building strong working relationships with clients, stakeholders, and team members is paramount, and effective communication throughout the client life cycle will be essential in achieving this goal. In summary, your role will revolve around delivering exceptional customer service, actively seeking new business opportunities, educating clients on insurance options, maintaining thorough documentation, ensuring contractual obligations are met, and fostering strong relationships through effective communication. If you are someone who excels in customer service, has a keen eye for detail, possesses excellent communication skills, and enjoys working in a dynamic team environment, we encourage you to apply for this position.,