Telecalling Executive

Job Description

This Opportunity is with a leading Life Insurance company for their office in Thane location Role: Tele Caller - HNI Desk Experience: 2 -6 Years Job Description: Key Responsibilities: Collecting Renewal Premiums: Contact UHNI clients to remind and collect renewal premiums for their life insurance policies. Ensure timely and accurate processing of premium payments. 2. Reactive Retention Calling: Reach out to UHNI clients who have submitted a surrender request for their policy. Explain the benefits of the policy and persuade clients to continue their policy instead of surrendering. 3. Proactive Retention Calling: Identify UHNI clients at high risk of surrendering their policies based on analytical models. Contact these clients to reinforce the benefits of their policies and strengthen their belief in the product. 4. Reaching Out to Sales Teams: Contact sales personnel when clients are not reachable or unwilling to pay their renewal premiums. Provide necessary details and support to sales teams to facilitate the renewal process. 5. Adhoc Calling: Handle additional calling tasks as needed, including addressing issues, escalations, or participating in pilot programs. Qualifications: Education: Bachelor's degree in any field (preferred). Experience: Prior experience in dealing with HNI clients. Experience in insurance industry is desired but not the only criteria. Required Skills: Excellent communication and interpersonal skills. Strong convincing and influencing abilities. Proficiency in Microsoft Excel for basic data analysis. Ability to handle high-pressure situations and manage multiple tasks efficiently. Personal Attributes: High level of professionalism and integrity. Strong customer service orientation. Ability to work independently and as part of a team. Detail-oriented with strong organizational skills. Interested Candidates can share their CV's at priyal@topgearconsultants.com