Customer Relationship Executive: Insurance

2 days ago

Industrial Area Sector, India Sahayak Associates Full time

**About Sahayak Associates**
Sahayak Associates is a Wealth Management firm that offers a complete range of solutions
to help build, manage and preserve wealth for its clients by executing strategies that
maximizes growth and optimizes risk.
At Sahayak, we are determined to offer a seamless customer experience that maintains the
highest standards of confidentiality and keeps the interest and financial goals of our
customer in mind.
Sahayak Associates comprises a team of experienced Finance Professionals and is one of the
fastest growing Wealth Management firm in the region handling more than 500 clients at
present.

**Job Title: Customer Relations Executive - Insurance**

**Responsibilities**:

- Provide prompt, accurate, and friendly customer service. This will include providing

the most cost-effective comprehensive Insurance coverage to clients.
- Prospect for new business through various channels and follow up warm leads.

Shall involve responding to inquiries regarding coverage, policy changes, insurance
availability etc.
- Use a customer-focused, needs-based review process to educate customers about

insurance coverage/options.
- Hold internal and client facing status meetings, and updates that report on

performance, issues, and continuous improvement.
- Create and maintain comprehensive project and client documentation.
- Plan and facilitate client-planning sessions to ensure all contractual obligations are
- met and performance of client’s portfolio is on par with expectations.- Build strong working relationships with clients, stakeholders, and team members

through effective communication throughout the client life cycle.
**Job Requirements**
- College degree with 2-3 years of experience within the financial management

industry: Insurance, Financial Markets etc.Service/Sales experience shall be a plus.
- Have a good understanding of core business concepts related to insurance, IRDAI

guidelines and product options.
- Must be a Self-starter with a passion for Goal achievement, positive and enthusiastic

attitude.
- Excellent communication, presenting and reporting skills in English language

desired
- Expertise in Microsoft Office products especially Microsoft Excel
- Have access to a laptop, personal conveyance and smartphone for work purposes.
- Is willing to work and travel according to the client schedules/ routines.

**Additional Information**
- Fixed salary/incentive based pay. Looking for someone who is

willing to put in extra hours at work to deliver value
- This position does not have standard working hours as timings

might change vary based upon client needs.
+91-9872804694, 9530661434

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