Customer Relationship Management Executive

Job Description

Job Summary: CRM interacts with Sales Person/customer to obtain required information. He interacts with Quotation Team to get Quotation Comparison Chart. Most important Role of The CRM is to interact, and convince the customer and procure Firm Order and payment commitment. Then he has to interact with Underwriting team to get policy documents and send to the customer. He is Face of Omega for the customer. Motor Insurance is responsible for managing and coordinating customer relationship activities within the Motor Insurance Department. The CRM Motor Insurance ensures timely communication, document processing, and payment confirmation. Key Responsibilities and Accountabilities: 1.Client Coordination & Communication: Collect and document client requirements from the sales team to initiate the motor insurance process. Act as the primary point of contact between the client and the internal teams, ensuring smooth coordination. Provide regular updates to clients regarding the status of their insurance policies, quotations, and payments. 2.Quotation & Policy Management: Forward collected client requirements to the Motor Insurance Quotation Team for processing. Receive insurance quotations and share them with clients. Assist clients in understanding the quote and obtain firm order and payment commitment. 3.Policy Issuance & Documentation: Collect relevant information/Documents from clients and forward it to underwriters for Policy issuance. Coordinate with clients to confirm payment mode and required documentation for policy issuance. Arrange and forward all necessary documents to the Motor Policy Shared Pool for processing. Share final policy documents with clients and confirm receipt. 4.Financial & Payment Processing: Collect premium payments and ensure receipts are properly issued. Forward collected receipts to the Accounts Department for processing. Ensure that Receipt Vouchers (RV) are correctly raised and recorded in the system. Maintain accurate payment records and track pending payments from clients. 5.Administrative & Reporting Duties: Ensure proper documentation of all client interactions and transactions in the CRM system. Maintain updated records of issued policies, quotations, and receipts. Collaborate with the Motor Insurance Policy Issuance and Quotation Teams to improve workflow efficiency. Generate periodic reports on motor insurance operations, including policy issuance timelines, pending payments, and client queries Skills & Competencies: Strong understanding of motor insurance Covers and various factors affecting Rates. Thorough Knowledge of FAQ’s Excellent communication and negotiation skills and Objection handling to manage interactions with clients and internal teams. He has to be very efficient in organizational and multitasking skills as for each query he has to deal with multiple teams. Proficiency in CRM software, insurance policy management systems, and MS Office applications (Excel, Word, Outlook). Strong problem-solving skills and the ability to handle customer inquiries effectively. Knowledge of insurance regulations and compliance requirements is an advantage. Show more Show less