Customer Success Associate- Insurance Domain

1 day ago


Pune, Maharashtra, India EMTA Infotech Full time ₹ 34,20,000 - ₹ 34,80,000 per year

Job Title: Customer Success Associate (Life Insurance Advisor)

Location: Kharadi, Pune

Salary Range:

₹28,500 - ₹40,000 CTC per month(For English and Hindi)

₹25,000 - ₹35,000 CTC per month(For Regional languages- Tamil, Telugu, Malayalam, Kannada)

Process Type: Domestic

Gender Preference: Male/Female both

Interview Type: Onsite - HR Round; Versant 6 Certified; Written Assessment; Ops Round; Client Round

Work Mode: Work From Office

Languages Required: English, Hindi, and regional languages (Tamil, Telugu, Malayalam, Kannada)

Job Summary:

Transcom India is seeking dynamic and motivated individuals to join our team as Life Insurance Advisors in Pune. The role involves understanding clients' financial needs, offering tailored life insurance solutions, and building lasting relationships. If you have excellent communication skills, a customer-centric approach, and a passion for helping people secure their future, we invite you to be part of our growing team.

Key Responsibilities:

  • Understand clients' financial goals and provide personalized life insurance solutions.
  • Build and maintain strong relationships with existing and prospective clients.
  • Conduct market research to identify potential customers and opportunities.
  • Explain various life insurance products and their benefits to clients.
  • Assist clients in completing the required documentation and ensure compliance with company and regulatory standards.
  • Stay updated on life insurance trends, policies, and market developments.
  • Handle customer queries and provide resolutions related to life insurance policies.
  • Process and manage policy-related documents and transactions.
  • Meet or exceed sales targets and contribute to the company's growth.

Qualifications and Skills:

  • Graduate degree mandatory.
  • Minimum 6 months of experience in the life insurance domain (preferred).
  • Experience in ULIP plans is a plus.
  • Open to both freshers and experienced candidates. A Fresher with Excellent Communication skills and Experience in the insurance sales domain is a plus.
  • Excellent communication skills in English and Hindi.
  • Proficiency in regional languages (Tamil, Telugu, Malayalam, Kannada) is an advantage.
  • No MTI (Mother Tongue Influence) or RTI (Regional Tongue Influence), grammatical or pronunciation errors.
  • Strong negotiation and problem-solving abilities.
  • Self-motivated with a goal-oriented mindset.
  • Ability to work independently and as part of a team.
  • Knowledge of life insurance products is a plus, but training will be provided.

Working Conditions:

  • 6-day working week with 1 rotational week off.
  • Rotational shifts. Last logout time for females: 8 PM.
  • Self-traveling required.

What Transcom Offers:

  • Competitive salary with an attractive commission structure.
  • Comprehensive training and ongoing professional development.
  • Opportunity to work with a reputed and growing company.
  • Flexible working hours and a supportive work environment.
  • Career advancement opportunities within the organization.

Office Location:

Office No 1501, 1508, Nyati Enthral, 12/1A, Mundhwa-Kharadi Bypass, Kharadi South Main Road, Kharadi, Pune, Maharashtra



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