Client Relationship Executive – Insurance

1 week ago

Technopark Thiruvananthapuram Kerala, India PromptTech Solutions Full time ₹ 4,00,000 - ₹ 6,00,000 per year

Position Overview

We are looking for a proactive and customer-oriented Client Relationship Executive – Insurance to join our growing team. This role is ideal for freshers or individuals with up to one year of experience who are passionate about building client relationships and starting a career in the insurance industry. The role involves understanding client needs, promoting life insurance products, and ensuring excellent customer satisfaction.

Key Responsibilities

  • Client Engagement: Reach out to potential and existing clients to explain suitable life insurance plans based on their needs and preferences.
  • Relationship Management: Build and maintain long-term relationships with clients to ensure trust and continued business.
  • Lead Generation: Identify and follow up on leads through calls, referrals, and other channels.
  • Product Knowledge: Develop a thorough understanding of life insurance products, features, and benefits to confidently advise clients.
  • Sales Support: Assist in preparing proposals, handling documentation, and ensuring smooth policy issuance.
  • Customer Service: Support clients with policy renewals, claims assistance, and related queries.
  • Reporting: Maintain accurate records of interactions, leads, and sales activities for management review.
  • Collaboration: Work closely with team members and managers to achieve sales goals and improve customer satisfaction.

Qualifications

  • Education: Bachelor's degree in any discipline (Business, Marketing, or related fields preferred).
  • Experience: Freshers or candidates with up to 1 year of experience in sales, customer service, or insurance.
  • Communication Skills: Strong verbal and written communication in English and local language.
  • Customer Focus: Genuine interest in helping clients and providing quality service.
  • Sales Mindset: Goal-driven with a positive attitude toward achieving targets.
  • Team Player: Ability to work well in a collaborative, fast-paced environment.
  • Technical Skills: Basic computer literacy and familiarity with MS Office tools.

Job Types: Full-time, Permanent

Benefits:

  • Health insurance
  • Life insurance

Work Location: In person

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