Backend Executive
1 month ago
The Role:
We are seeking a highly Backend Operations Specialist to join our team. You will play a crucial role in ensuring smooth and efficient customer service for both insurance and loan products, from renewals and form completion to cross-selling opportunities.
**Responsibilities**:
Insurance Renewals:
Clearly explain renewal options and benefits, comparing premiums and coverage.
Assist customers with completing renewal forms and documents.
Process renewals according to established procedures and maintain accurate records.
Loan Form Completion:
Guide loan applicants through online or paper forms, ensuring completeness and accuracy.
Quotation Management:
Generate personalized insurance and loan quotes for customers based on their needs and eligibility.
Maintain accurate data on quotations and track conversion rates.
Cross-Selling:
Identify opportunities to recommend additional financial products relevant to customer needs.
Present product benefits and value propositions convincingly through calls and written communication.
Track success in cross-selling and contribute to achieving sales goals.
Additional Responsibilities:
Maintain detailed records of customer interactions and transactions.
Generate reports and analyze data to identify trends and opportunities for improvement.
Adhere to strict data privacy and security protocols.
Collaborate effectively with other departments to ensure smooth customer experience.
Stay up-to-date on relevant insurance and loan regulations and industry trends.
**Requirements**:
Excellent communication and interpersonal skills, with a strong ability to build rapport with customers.
Proven ability to multitask, prioritize, and manage time effectively in a fast-paced environment.
Strong analytical and problem-solving skills.
Proficiency in MS Office Suite (Word, Excel, PowerPoint) and CRM systems.
Knowledge of insurance and loan products and processes a plus.
**Benefits**:
Competitive salary and benefits package.
Opportunity to work in a dynamic and growing company.
Continuous learning and development opportunities.
Positive and collaborative work environment.
**Salary**: ₹8,000.00 - ₹12,000.00 per month
Schedule:
- Day shift
**Experience**:
- total work: 1 year (preferred)
Ability to Commute:
- Sanpada, Navi Mumbai, Maharashtra (required)
Ability to Relocate:
- Sanpada, Navi Mumbai, Maharashtra: Relocate before starting work (preferred)
Work Location: In person
**Speak with the employer**
+91 9757111292
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