Customer Relationship Executive [Insurance]

Adeptuz Management Solutions; Bengaluru; On-site; INR 279,000 - 390,600; Full time

Job summary

Adeptuz Management Solutions is hiring a Customer Relationship Executive in Bengaluru, Karnataka. The role involves connecting with existing customers to explain insurance products, addressing queries, and fostering long-lasting relationships.

Candidates with at least 1 year of insurance industry experience or freshers with strong communication skills are encouraged to apply. Knowledge in multiple languages will be advantageous. Immediate joiners preferred.

Qualifications

• Minimum 1 year in the Insurance industry (preferred but freshers welcome).
• Prior experience in insurance sales or renewals is highly desirable.
• Languages: Good communication in English and Kannada/Malayalam/Tamil/Telugu required.

Responsibilities

• Make outbound calls to introduce and explain insurance products.
• Build trust and rapport for long-lasting customer relationships.
• Accurately document all customer interactions and feedback.
• Coordinate with internal teams for customer issue resolution.
• Stay updated with product knowledge and industry trends.

Skills

Good communication skills in English

Communication in Kannada/Malayalam/Tamil/Telugu

Result-driven mindset

Ability to multitask and manage time

Education

12th Pass / Undergraduate / Graduate

Job description

Qualifications

12th / Undergraduate / Graduate

Experience

Minimum 1 year in the Insurance industry (in roles such as customer service, renewals, sales, or relationship management) preferred. Freshers also welcome.

Industry/Experience Specification

Candidates from insurance sales background are preferred.

Job Role

As a Customer Relationship Executive, you will connect with existing customers to explain insurance products, address queries, and build lasting relationships. You will ensure accurate documentation of all interactions, maintain high customer satisfaction by resolving issues promptly, and collaborate with internal teams. Staying updated on product knowledge and industry trends is essential to provide relevant information and uphold compliance and quality standards.

Job Description / Responsibilities, Goals and Scope

1. Make outbound calls to existing customers to introduce and explain the features, benefits, and services of various insurance plans.
2. Build trust and rapport to foster long‑lasting customer relationships via clear, empathetic, and effective communication.
3. Address customer inquiries and concerns promptly to ensure high levels of customer satisfaction and loyalty.
4. Accurately document all customer interactions, feedback, and follow‑ups in the CRM system to maintain up‑to‑date records.
5. Coordinate with internal teams when required to resolve customer issues.
6. Ensure adherence to compliance guidelines, industry regulations, and internal quality standards to maintain service excellence and company reputation.
7. Stay updated with product knowledge and insurance industry trends to provide accurate and relevant information to customers.

Required Key Skills / Desired Experience

• Educational Qualification: 12th Pass, Undergraduate, or Graduate candidates are eligible.
• Work Experience: Minimum 1 year in the Insurance industry (in roles such as customer service, renewals, sales, or relationship management) preferred. Freshers with good communication are also welcome to apply.
• Prior experience in insurance sales or insurance renewals is highly desirable.
• Notice Period: Candidates who can join immediately or in 10 or 15 days would be considered favorably.
• Languages: Good communication skills in English and Kannada/Malayalam/Tamil/Telugu are required. Knowledge in Hindi language will be advantageous.
• Result‑driven with an ability to work independently and as part of a team.
• Able to multitask, prioritize, and manage time efficiently.