Customer Service Officer

Job Title: HNI Customer Service Executive – Insurance Sales (HNI Client Handling)

Location: Chennai

Experience Required: Minimum 1 year in Health Insurance, Life Insurance, American Express (Amex) Card Sales, or similar domain.

Employment Type: Full-time

Job Summary

We are seeking a dynamic and result-oriented Telecalling Executive with proven experience in insurance sales or high-value financial product sales. The ideal candidate will be responsible for engaging with High Net-worth Individual (HNI) customers, generating leads, renewing motor insurance policies, and delivering exceptional customer service.

Key Responsibilities

· Handle outbound and inbound calls to promote and sell insurance products (Health, Life, and Motor Insurance renewals).

· Manage relationships with HNI customers by providing personalized service and prompt assistance.

· Generate and follow up on leads to achieve monthly sales targets.

· Educate customers on product features, benefits, and premium details.

· Coordinate with the operations team for smooth policy issuance and renewal.

· Maintain accurate customer interaction and sales records in CRM.

· Resolve customer queries and ensure high satisfaction levels.

Required Skills & Competencies

· Minimum 1 year of experience in Health Insurance, Life Insurance, or Amex Card sales.

· Strong convincing and negotiation skills.

· Excellent communication skills (both verbal and written) in English and local language.

· Ability to handle HNI customers with professionalism and empathy.

· Target-driven and self-motivated with a passion for sales.

Qualifications

· Minimum Graduate or equivalent.

· Certification in IRDA (if applicable) will be an added advantage.

Salary & Benefits

· Competitive salary with attractive incentives based on performance.

· Opportunities for career growth and development.

· Standard company benefits as per policy.

Job Types: Full-time, Permanent

Pay: ₹18,000.00 - ₹25,000.00 per month

Benefits:

• Flexible schedule
• Leave encashment
• Life insurance
• Provident Fund

Language:

• English (Preferred)
• Hindi (Preferred)

Work Location: In person