professionals handle customer files and

Current Designation: Executive / Sr Executive Health General Insurance

Location: Mumbai Kandivali Position Type: Full-Time

Reports to: Operations Manager Positions Supervised Runner Boys

Internal Relation: Customer Service, Sales External Relation: Insurance Companies, Customers

Required Skills

1. Customer Driven Should be concern

that the customer does not miss the

deadline and effective guide them with

2. Effective Communicator - As much as

you might prefer email and text

messaging, insurance business still gets

3. Time Management - A renewal is

considered to be late if all renewal

requirements are not met on or before

the expiration date of the license.

4. Proactive Time being the biggest essence, the executive have to be proactive and cant effort to procrastinate

1. Calendar Management and Alertness -

renewal should be alert with the calendar

management and alert the customers well

2. Subject matter expert Knowledge about

3. Organizational Skills - Because insurance

professionals handle customer files and

records, they must have efficient

organizational skills.

4. Computer Skills - Insurance professionals must be comfortable working with computers and making math calculations

Job Description

Role and Responsibilities:

1. Renewing current policies and assisting with claims.

2. Provide proactive support to clients in the renewal process consistently, timely and accurately.

3. Track contracts that are soon to be expired and contact customers for renewals. The customers

need to be contacted both in writing and by call, 2 months in advance and reminders to be given

4. When sending reminders, detailed fresh Quotes for renewal with complete information has to be

5. Gracefully accept discontinuation and record the feedback.

6. Analyze customer feedbacks and develop new techniques to ensure customer retention.

7. Respond to customer queries and address service complaints in a timely manner.

8. Provide excellent customer services and ensure customer satisfaction.

9. Build positive working relationships with customers for repeat businesses.

10. When advising for renewal, you will sell, solicit, differentiate and negotiate insurance plans that

match the needs of your assigned or prospective customers portfolio. Evaluating business or

individual customers needs and financial status and proposing protection plans that meet their

criteria 11. Fill all proposals & portability forms & handover to team members.

12. Submit documents to relevant concern department.

13. Scan all documents and email it to the team/ insurance company for approval and get the confirmation of

portability from the insurance company.

14. Once everything is approved, inform the client and get the cheque collected.

15. Submit all the original documents to the insurance Company.

16. Report the progress of monthly/quarterly initiatives to stakeholders

17. Maintain bookkeeping systems, database and records

18. The goal is to build up strong positive relationships, to ensure growth attainment and increase our

Minimum 3 Years of Experience in Health Insurance. Good Computer skills, especially MS Excel Sense of ownership and pride in your performance and its impact on company s success Critical thinker and problem-solving skills Team player Good time-management skills Great interpersonal and communication skills Bachelors in Any Field.