A Naukri Group company
LoginHire Local Staff
A Naukri Group companyLoginHire Local Staff
11,000 - 12,000 /month
Capkco Financial Advisor Private Limited
Gulbai Tekra, Ahmedabad
0 - 2 years Experience in Customer Support / TeleCaller
Full Time
We are looking for a detail-oriented and proactive individual to join our general insurance team. The ideal candidate will be responsible for handling various insurance-related tasks, including quotations, policy renewals, claims, and customer interactions.
Key Responsibilities:
1. Quotation Preparation – Generate and provide accurate insurance quotations for customers.
2. Policy Renewal – Follow up with customers and process policy renewals on time.
3. New Policy Issuance – Assist in issuing new insurance policies as per customer requirements.
4. Claim Handling – Guide customers through the claim process and coordinate with the insurance provider.
5. Policy Upload in Drive – Ensure all policy documents are properly uploaded and maintain insurance records and reports in Excel
6. Payout Sheet Management – Prepare and verify payout sheets for commissions and settlements.
7. Customer Follow-up – Call customers for policy renewals and provide necessary assistance.
8. Meetings with Sales Manager – Regularly meet with the Sales Manager to discuss policy updates and sales strategies.
Required Skills:
• Strong communication and interpersonal skills
• Basic knowledge of insurance policies and procedures
• Proficiency in MS Excel and data management
• Ability to handle customer queries professionally
• Attention to detail and problem-solving skills
