Customer Relationship Executive

Role Overview

The CRM acts as the primary liaison between clients and the insurance brokerage, ensuring client satisfaction, retention, and the smooth delivery of insurance solutions tailored to client needs. This person often handles both commercial and personal lines clients, depending on the firm's structure.

Key Responsibilities

1. Client Relationship Management

• Build and maintain strong relationships with new and existing clients.

• Serve as the primary point of contact for client queries, renewals, and claims assistance.

• Understand client needs and recommend appropriate insurance products.

2. Policy Servicing

• Assist in preparing quotations, renewals, endorsements, and policy documentation.

• Ensure all documentation is compliant with industry regulations.

• Coordinate with underwriters and insurers on client matters.

3. Renewals & Retention

• Proactively manage policy renewals, ensuring timely and competitive quotes are offered.

• Work to retain clients by offering excellent service and resolving any issues promptly.

4. Cross-Selling and Upselling

• Identify opportunities to offer additional coverages or more comprehensive insurance solutions.

• Educate clients on the benefits of other relevant insurance products.

5. CRM Systems & Reporting

• Maintain accurate client records in CRM software.

• Generate reports on client interactions, renewals, claims, and service issues.

Skills and Qualifications

• Insurance Knowledge: Solid understanding of insurance products, markets, and underwriting processes.

• Client-Focused Mindset: Strong customer service orientation and interpersonal skills.

• Communication Skills: Excellent verbal and written communication.

• Attention to Detail: Accuracy in managing policy documentation and client data.

• Problem-Solving: Ability to handle client issues diplomatically and efficiently.

• Organization: Ability to manage multiple client accounts, deadlines, and follow-ups.

• Technical Skills: Proficiency in CRM systems (e.g., Salesforce, HubSpot) and Microsoft Office.

Preferred Background

• Education: Bachelor's degree in business, finance, insurance, or a related field.

• Experience: 2–5 years in an insurance broking or customer service role, preferably within the insurance sector.

• Certifications: Insurance qualifications (e.g., CII, ANZIIF, IRDAI license) are often preferred or required.

• It is a Full Time Customer Support / TeleCaller job for candidates with 0 - 2 years of experience.

More about this Customer Relationship Executive job

1. What is the eligibility criteria to apply for this Customer Relationship Executive job?
   Ans: The candidate should be Graduate and above and above with 0 - 2 years of experience of experience
2. How much salary can I expect for this job role?
   Ans: You can expect a salary of ₹10000 - ₹30000 per month that depends on your interview. It's a Full Time job in Pune.
3. How many working days are there for this Customer Relationship Executive job?
   Ans: This Customer Relationship Executive job will have 6 working days.
4. Are there any charges applicable while applying or joining this Customer Relationship Executive job?
   Ans: No, there is no fee applicable for applying this Customer Relationship Executive job and during the employment with the company, i.e., ACCURATE RISK MANAGERS AND INSURANCE BROKERS PRIVATE LIMITED.
5. Is it a work from home job?
   Ans: No, it’s not a work from home job and can't be done online.
6. How many openings are there for this Customer Relationship Executive role?
   Ans: There is an immediate opening of 2 Customer Relationship Executive at ACCURATE RISK MANAGERS AND INSURANCE BROKERS PRIVATE LIMITED
7. Who can apply for this job?
   Ans: Only Male candidates can apply for this Customer Support / TeleCaller job.
8. What are the timings of this Customer Relationship Executive job?
   Ans: This Customer Relationship Executive job has Day Shift.