Client Relationship Management:
Building and maintaining strong, profitable relationships with key clients.
Understanding client needs and providing tailored insurance solutions.
Explaining insurance products, features, benefits, and pricing.
Handling customer inquiries and complaints promptly and professionally.
Resolving customer issues and ensuring a smooth claims process.
Lead Management and Sales Support:
Generating leads and prospects through various channels.
Following up on leads and converting them into clients.
Preparing quotations and managing customer inquiries.
Assisting with policy renewals, upselling, and cross-selling.
Forwarding leads to sales agents when necessary.
Data Management and Reporting:
Maintaining accurate customer records and CRM data.
Tracking and managing policy applications.
Generating sales reports and analyzing customer data.
Keeping up-to-date with industry trends and product knowledge.
Communication and Collaboration:
Communicating effectively with customers, internal teams, and other stakeholders.
Coordinating with other departments like claims, underwriting, and support.
Providing support for cashless claim settlements.
Other Responsibilities:
Typing up complaint reports and managing the customer complaint database.
Sending reminders for policy renewals and other services.
Adhering to company policies and procedures.
Skills and Qualifications:
Excellent communication and interpersonal skills.
Strong customer service and problem-solving skills.
Proficiency in using CRM software and other relevant tools.
Ability to work independently and as part of a team.
Knowledge of insurance products and the insurance industry.
Strong organizational and time management skills.