Customer Support Executive

Job Description: Customer Support Executive

Employee Name-

Company Name: let’s secure insurance Company

Customer Support Executive to drive – both new leads and existing customers. Your main goal is to tell them about our product or services, answer their questions and earn their interest. Explaining insurance products and converting leads into sales or appointments. As well as the ability to handle objection and follow up and leads effectively and close policy as well.

Key responsibilities:

· Make outbound calls to prospective/ Existing clients to introduce insurance products (Health, motor etc.) and generate leads.

· Explain policy features, benefits, premiums and terms to send quotations customers clearly.

· Cross- sell and up sell additional products based on customer need.

· Follow Up with leads through LMS – contact new leads and reconnect with previous enquiries.

· Provide Quotes- offer clear and accurate policy quotes based on their specific requirements.

· Payment follows Up – Remind customer to complete premium payments.

Help with payment process and resolve any issue

· Policy Closure – Confirm with payment is done complete documentation and finalize Policy Issuance

Ensure all data is logged in the CRM

· Maintain records & CRM Update – Update call notes and customer info accurately of follow up and reporting.

· Support coordination with sale and operation terms for policy issuance.

· Aim to meet or exceed monthly targets (calls, leads, conversion, sales).

· Daily CRM report Update with Senior Manager

Qualification and skills

· 12th and Any Graduate

· Good verbal communication skills in English and local languages (Marathi, Hindi, English)

· Basic Computer and CRM tools proficiency.

· Strong negotiation and customer – service orientation

· Convincing and Negotiation - Influencing customer to make decision and handle objection effectively.

Job Types: Full-time, Permanent, Fresher, Internship

Pay: ₹10,000.00 - ₹15,000.00 per month

Schedule:

• Day shift

Work Location: In person