Customer Support Executive

Salasar Services Insurance Brokers; Kolkata District; On-site; INR 240,000 - 340,000; Full time

Job summary

Salasar Services Insurance Brokers in Kolkata seeks an energetic Tele-Caller & Sales Support Executive to drive lead generation for health insurance products. You will handle outbound/inbound calling, qualify prospects, and coordinate with the field sales team to convert leads into business.

The role requires a graduate and 2-4 years in BPO or similar roles; experience in financial products/BFSI is a plus. Fluency in English, Hindi, and Bengali is important.

Qualifications

• Graduate in any discipline.
• 2-4 years of experience in BPO, tele-calling, or similar roles; BFSI/financial products a plus.
• Good communication in English, Hindi and Bengali.
• Basic knowledge of health insurance products is advantageous.

Responsibilities

• Outbound calls to generate interest in health insurance products.
• Qualify leads based on customer requirements, eligibility, and need.
• Schedule appointments/calls for the sales team with qualified leads.
• Maintain and update call logs, lead status, and customer information in the CRM.
• Coordinate with field sales for follow-ups, documentation, and timely closures.
• Address inbound queries related to health insurance products and route them appropriately.
• Achieve daily/monthly call and lead conversion targets as defined by management.
• Share regular reports on calls, leads generated, and conversion status.

Skills

Tele-calling

Lead generation

Appointment setting

CRM

MS Office

Communication

Education

Graduate in any discipline

Tools

CRM software

MS Excel

Job description

Sales Support -Lead Generation (Health Insurance)

Location: Kolkata

Industry: Insurance Broking

Experience: 2-4 years in BPO or similar roles (experience in financial products/BFSI is a plus)

About the Role:

We are looking for an energetic Tele-Caller & Sales Support Executive to drive lead generation for health insurance products. The role involves outbound/inbound calling, qualifying prospects, and providing coordination support to the field sales team to convert leads into business.

Key Responsibilities:

• Outbound Calling: Make outbound calls to prospective customers from provided databases to generate interest in health insurance products.
• Lead Qualification: Understand customer requirements over the call and qualify leads based on interest, eligibility, and need.
• Appointment Setting: Schedule appointments/call-backs for the sales team with qualified leads.
• Database Management: Maintain and update call logs, lead status, and customer information accurately in the system/CRM.
• Sales Support: Coordinate with the field sales team for follow-ups, documentation, and timely closure of leads.
• Inbound Query Handling: Address inbound customer queries related to health insurance products and route them appropriately.
• Target Achievement: Achieve daily/monthly call and lead conversion targets as defined by management.
• Reporting: Share regular reports on calls made, leads generated, and conversion status with the reporting manager.

Desired Candidate Profile:

• Graduate in any discipline.
• 2-4 years of experience in BPO, tele-calling, or similar roles; experience in financial products/BFSI is a plus.
• Good communication skills in English, Hindi, and Bengali.
• Basic knowledge of health insurance products is an advantage.
• Pleasant telephone manner with strong persuasion and listening skills.
• Proficiency in MS Office and comfort working with CRM/calling tools.

What We Offer:

• Opportunity to work with a growing insurance broking firm in a professional and supportive environment.
• Attractive incentives for lead conversion and target achievement.
• Structured training on health insurance products and sales processes.

CTC: As per industry standards.