Sales Representative- insurance

Job Title: Senior Customer Executive – Life Insurance

Location: 22nd Floor, A Wing, Marathon Futurex, NM Joshi Marg, Lower Parel East, BDD Chawl, Lower Parel, Mumbai, Maharashtra 400013
Department:
Reports To: [Insert Reporting Manager]

Role Overview:

The Customer Relationship Manager will act as the primary point of contact for assigned life insurance customers, ensuring end-to-end relationship management and retention. This role focuses on delivering exceptional customer experiences through proactive engagement, timely issue resolution, and strong collaboration with internal teams to maintain high levels of customer satisfaction.

Key Responsibilities:

• Serve as the main liaison for life insurance customers, managing all aspects of the relationship.
• Drive policyholder retention through proactive engagement, regular follow-ups, and personalized interactions.
• Understand customer needs related to life insurance products and provide timely resolution for queries, issues, and escalations.
• Coordinate with underwriting, claims, and operations teams to ensure effective and prompt service delivery.
• Maintain high levels of customer satisfaction through a customer-first approach.
• Monitor policy renewals, lapse, and identify opportunities for upselling or cross-selling additional insurance products.
• Prepare and present reports on customer engagement, retention, and renewal metrics.
• In a day Agent have to attend 200 to 250 call

Required Skills & Competencies:

• Strong communication and interpersonal skills.
• Excellent problem-solving and conflict resolution abilities.
• Proven experience in relationship management within the insurance or financial services sector.
• Ability to work collaboratively across teams and manage multiple priorities.
• Customer-centric mind-set with attention to detail.

Qualifications:

• Bachelor’s degree in finance, or related field.
• 2–4 years of experience in any BPO outbound as well as life insurance customer relationship management or account management.
• Knowledge of life insurance products, policy servicing, and regulatory compliance.
• Proficiency in CRM tools and MS Office Suite.

Job Types: Full-time, Permanent

Pay: ₹20,565.00 - ₹27,589.00 per month

Benefits:

• Health insurance
• Provident Fund

Work Location: In person