Key Responsibilities:
Handle inbound and outbound customer interactions professionally.
Provide accurate information about products, services, and policy details.
Follow up on pending proposals, renewals, and service requests.
Maintain detailed and updated records of all customer interactions.
Coordinate with the sales and operations teams for case resolutions.
Ensure timely communication of updates to customers and internal stakeholders.
Manage escalations efficiently to ensure customer retention.
Assist in cross-selling and upselling opportunities when applicable.
Prepare and share daily/weekly reports on cases handled and resolved.
Adhere to company compliance and quality standards.
Required Skills:
Excellent communication and interpersonal skills.
Strong customer service orientation.
Good command of MS Office (Excel, Word, Outlook).
Ability to multitask and manage time effectively.
Problem-solving and analytical skills.
Team player with a proactive approach.
Qualifications:
Graduate in any discipline
0–3 years of experience in customer service, Term insurance operations.
Experience in the insurance added advantage.
Key Performance Indicators (KPIs):
Customer satisfaction score (CSAT)
Query resolution time
Retention and renewal rate
Call quality and compliance adherence
Accuracy of data and reporting