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
Job Title: Retention Executive Employee Name: Company Name: let secure insurance Company Jo Summary: A Retention Support Executive in insurance focuses on maintaining and enhancing customer relationships to prevent policy cancellations and promote policy renewals. This role involves proactive communication with existing policyholders, addressing their concerns, and offering solutions to ensure satisfaction and continued business. They play a crucial role in achieving company retention targets and contributing to overall business growth. · Key Responsibilities: Customer Communication: Contacting existing policyholders to remind them of upcoming renewals, explain policy benefits, and address any questions or concerns. Retention Strategies: Implementing strategies to prevent customer churn, such as offering customized solutions, handling complaints effectively, and providing excellent customer service. Relationship Building: Building and maintaining strong relationships with policyholders to foster loyalty and encourage long-term engagement. Sales Support: Identifying opportunities to upsell or cross-sell additional insurance products based on customer needs. Performance Monitoring: Tracking and analysing key performance indicators (KPIs) related to customer retention and renewal rates. Reporting and Analysis: Generating reports on retention activities, identifying areas for improvement, and providing insights to management Collaboration: Working closely with other teams like sales, customer service, and operations to ensure a seamless customer experience. Skills and Qualifications: · Communication Skills: Excellent verbal and written communication skills are essential for interacting with customers, explaining policy details, and addressing concerns. Interpersonal Skills: The ability to build rapport with customers, understand their needs, and establish trust is crucial. Problem-Solving Skills: Effectively handling customer complaints, resolving issues, and finding solutions to retain customers. Negotiation Skills: Convincing customers to renew their policies, offering suitable solutions, and potentially negotiating terms. Product Knowledge: A good understanding of insurance products and services is necessary to effectively communicate policy details and benefits. CRM Proficiency: Familiarity with customer relationship management (CRM) systems is important for tracking customer interactions and managing retention efforts. Job Types: Full-time, Permanent, Fresher, Internship Pay: ₹10,000.00 - ₹18,000.00 per month Schedule: Day shift Work Location: In person Speak with the employer +91 8956891260
As a Customer Support Executive at Lets Secure Insurance Company, your primary responsibility is to engage with both new leads and existing customers in order to drive sales. Your main objective will be to educate customers about our insurance products and services, address any inquiries they may have, and capture their interest. This role requires the ability to effectively explain insurance policies, convert leads into sales or appointments, handle objections, follow up with leads efficiently, and successfully close policies. Key Responsibilities: - Conduct outbound calls to prospective and existing clients to introduce various insurance products such as health and motor insurance, and generate leads. - Clearly explain policy features, benefits, premiums, and terms to customers while providing accurate quotations based on their specific requirements. - Identify opportunities for cross-selling and upselling additional products to meet customer needs. - Utilize the Lead Management System (LMS) to contact new leads, follow up with previous enquiries, and ensure all interactions are properly logged in the CRM. - Collaborate with sales and operations teams to facilitate policy issuance and provide necessary support. - Strive to achieve or surpass monthly targets related to calls, leads, conversions, and sales. - Regularly update the CRM system with call notes and customer information, and provide daily reports to the Senior Manager. Qualifications and Skills: - Minimum educational qualification of 12th grade or Any Graduate. - Proficiency in verbal communication in English, as well as local languages such as Marathi, Hindi, and English. - Basic computer skills and familiarity with CRM tools. - Strong negotiation skills and a customer service-oriented approach. - Ability to effectively convince and negotiate with customers, influence their decisions, and address objections. This is a full-time position at Lets Secure Insurance Company, offering opportunities for permanent roles, freshers, and internships. The work schedule is during day shifts at the specified in-person location.,
As a Retention Support Executive at Let Secure Insurance Company, your primary responsibility will be to maintain and enhance customer relationships in order to prevent policy cancellations and promote policy renewals. By proactively communicating with existing policyholders, addressing their concerns, and offering tailored solutions, you will ensure their satisfaction and continued business with the company. Your role is crucial in achieving our company's retention targets and contributing to overall business growth. Your key responsibilities will include: - Customer Communication: Contacting existing policyholders to remind them of upcoming renewals, explain policy benefits, and address any questions or concerns. - Retention Strategies: Implementing strategies to prevent customer churn by offering customized solutions, handling complaints effectively, and providing excellent customer service. - Relationship Building: Building and maintaining strong relationships with policyholders to encourage loyalty and long-term engagement. - Sales Support: Identifying opportunities to upsell or cross-sell additional insurance products based on customer needs. - Performance Monitoring: Tracking and analyzing key performance indicators (KPIs) related to customer retention and renewal rates. - Reporting and Analysis: Generating reports on retention activities, identifying areas for improvement, and providing insights to management. - Collaboration: Working closely with other teams like sales, customer service, and operations to ensure a seamless customer experience. To excel in this role, you should possess the following skills and qualifications: - Communication Skills: Excellent verbal and written communication skills are essential for interacting with customers, explaining policy details, and addressing concerns. - Interpersonal Skills: The ability to build rapport with customers, understand their needs, and establish trust is crucial. - Problem-Solving Skills: Effectively handling customer complaints, resolving issues, and finding solutions to retain customers. - Negotiation Skills: Convincing customers to renew their policies, offering suitable solutions, and potentially negotiating terms. - Product Knowledge: A good understanding of insurance products and services is necessary to effectively communicate policy details and benefits. - CRM Proficiency: Familiarity with customer relationship management (CRM) systems is important for tracking customer interactions and managing retention efforts. This is a full-time, permanent position with opportunities for growth and development. If you are passionate about customer retention and have the necessary skills to succeed in this role, we encourage you to apply.,
Customer Support Executive to drive – both new leads and existing customers. 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. 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 Job Types: Full-time, Permanent, Fresher Pay: ₹11,092.12 - ₹19,000.00 per month Work Location: In person Speak with the employer +91 8956891260