Sales and Customer Service Representative

3 days ago


Lower Parel Mumbai Maharashtra, India BTW Financial Services & Imf Pvt Ltd Full time

**Key Responsibilities**:

- Processing insurance policies accurately and efficiently, ensuring all required information is complete and accurate.
- Entering client information, policy details, and other relevant data into the company's database or software systems with precision and attention to detail.
- Preparing and maintaining accurate documentation, including policy forms, endorsements, and client correspondence.
- Providing administrative support to insurance agents or brokers, including handling phone calls, scheduling appointments, and responding to client inquiries.
- Ensuring compliance with company policies, industry regulations, and legal requirements related to insurance documentation and data handling.
- Delivering excellent customer service by promptly addressing client inquiries, resolving issues, and providing accurate information regarding insurance policies and procedures.
- Collaborating effectively with other team members, including insurance agents, brokers, underwriters, and claims adjusters, to ensure smooth workflow and efficient operations.

**Qualifications**:

- Bachelor's degree in a related field preferred.
- Previous experience in an administrative role, preferably in the insurance industry.
- Excellent attention to detail and accuracy in data entry and documentation.
- Knowledge of insurance policies, terminology, and procedures.
- Excellent communication skills, both verbal and written.
- Commitment to maintaining confidentiality and handling sensitive information with discretion.
- Fresher’s are also welcome

**Job Types**: Full-time, Fresher

Pay: ₹100,000.00 - ₹300,000.00 per year

**Benefits**:

- Health insurance
- Leave encashment
- Life insurance
- Provident Fund

Schedule:

- Day shift
- Morning shift

Supplemental pay types:

- Commission pay
- Performance bonus
- Quarterly bonus
- Yearly bonus

Ability to commute/relocate:

- Lower Parel, Mumbai, Maharashtra: Reliably commute or planning to relocate before starting work (required)

**Experience**:

- total work: 1 year (preferred)

Work Location: In person

**Speak with the employer**
+91 9004693987



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