Customer Relation Executive - Insurance

As a Customer Service Representative for this company, your main responsibilities will include: - Providing prompt, accurate, and friendly customer service to clients, ensuring they receive the most cost-effective comprehensive insurance coverage. - Prospecting for new business through various channels and following up on warm leads, as well as responding to inquiries about coverage, policy changes, and insurance availability. - Using a customer-focused, needs-based review process to educate customers about insurance coverage and options. - Holding internal and client-facing status meetings to report on performance, address issues, and drive continuous improvement. - Creating and maintaining comprehensive project and client documentation. - Planning and facilitating client-planning sessions to ensure all contractual obligations are met and that clients" portfolio performance meets expectations. - Building strong working relationships with clients, stakeholders, and team members through effective communication throughout the client life cycle. Qualifications required for this role: - Proven experience in providing prompt, accurate, and friendly customer service within the insurance industry. - Ability to prospect for new business, follow up on leads, and respond to inquiries effectively. - Strong communication skills and the ability to educate customers about insurance coverage and options. - Experience in documenting projects and client interactions. - Excellent organizational skills and attention to detail. - Ability to plan and facilitate client-planning sessions to ensure contractual obligations are met. If any additional details of the company were provided in the job description, they would be included here.,