Customer Relationship Executives

1 week ago


Ahmedabad, India Parikshak.ai Full time

Job Description Role Overview We are hiring Customer Relationship Executives (CRE) for our insurance team. In this role, you will speak with customers over calls, explain insurance plans, support them with their policy needs, and ensure they have a smooth experience. Key Responsibilities Call customers for policy renewals, pending premiums, and follow up on insurance leads Clearly explain policy features, premiums, coverage, exclusions, and benefits Assist customers with KYC, documentation, policy updates, and basic claim-related queries Maintain accurate policy details, call logs, and customer records in the system Collect customer feedback and share important points with the team Build trust through polite communication and regular follow-ups Achieve daily/weekly calling and renewal targets Requirements Qualifications & Skills Experience: Minimum 1 year in telecalling, customer service, insurance sales, or similar calling roles Education: Graduation preferred Skills Required: Fluency in Gujarati (mandatory) Good communication in Gujarati and basic Hindi/English Strong phone-handling and active listening skills Basic computer knowledge (Excel, Email) Comfortable using CRM or policy management systems Good time management and follow-up discipline Requirements **Qualifications & Skills** - Experience: Minimum 1 year in telecalling, customer service, insurance sales, or similar calling roles - Education: Graduation preferred - Skills Required: - Fluency in Gujarati (mandatory) - Good communication in Gujarati and basic Hindi/English - Strong phone-handling and active listening skills - Basic computer knowledge (Excel, Email) - Comfortable using CRM or policy management systems - Good time management and follow-up discipline



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