Insurance Customer Support Executive

Chinmay Finlease Limited; Ahmedabad District; On-site; INR 300,000 - 520,000; Full time

Job summary

Chinmay Finlease Limited is seeking a customer-focused Insurance Customer Support Executive to support customers who have opted for insurance products. The role involves explaining policy details, collecting feedback, resolving queries, and coordinating with insurers and internal teams to deliver a smooth customer experience.

Key responsibilities include explaining policy benefits, collecting feedback, handling queries on policy issuance and servicing, and coordinating with insurers, brokers,

Qualifications

• Graduate in any discipline; insurance qualifications are an advantage.
• 1–3 years of experience in insurance customer service, policy servicing, or related roles.
• Working knowledge of insurance products, coverage, benefits, exclusions, premiums, and policy terms.

Responsibilities

• Call customers who have opted for insurance products and explain policy benefits, coverage, exclusions, premiums, terms, and conditions.
• Collect customer feedback on the insurance purchase journey and overall service experience.
• Respond to customer queries regarding policy issuance, policy servicing, claims procedures, documentation, and related processes.
• Coordinate with insurance companies, brokers, and internal teams to resolve customer concerns within agreed timelines.
• Explain insurance concepts in simple, customer-friendly language and help customers understand relevant policy terms.
• Prepare and update FAQs, call scripts, customer education content, and standard communication templates.
• Maintain daily call reports, customer feedback records, query logs, and monthly MIS reports.
• Identify recurring customer concerns and recommend improvements to customer communication and service processes.
• Follow internal procedures and applicable guidelines while handling customer information and insurance-related queries.

Skills

Verbal communication

Active listening

Customer handling

Problem solving

Coordination

Follow-up

MS Excel

MS Office

MIS preparation

Education

Graduate

Tools

MS Excel

MS Office

MIS preparation

Job description

Department: Insurance Operations / Customer Experience

Experience: 1–3 years

Number of Positions: 1

Employment Type: Full-time

Job Summary

We are seeking a customer-focused Insurance Customer Support Executive to support customers who have opted for insurance products. The role involves explaining policy details, collecting feedback, resolving queries, and coordinating with insurers and internal teams to deliver a smooth customer experience.

Key Responsibilities

• Call customers who have opted for insurance products and explain policy benefits, coverage, exclusions, premiums, terms, and conditions.
• Collect customer feedback on the insurance purchase journey and overall service experience.
• Respond to customer queries regarding policy issuance, policy servicing, claims procedures, documentation, and related processes.
• Coordinate with insurance companies, brokers, and internal teams to resolve customer concerns within agreed timelines.
• Explain insurance concepts in simple, customer-friendly language and help customers understand relevant policy terms.
• Prepare and update FAQs, call scripts, customer education content, and standard communication templates.
• Maintain daily call reports, customer feedback records, query logs, and monthly MIS reports.
• Identify recurring customer concerns and recommend improvements to customer communication and service processes.
• Follow internal procedures and applicable guidelines while handling customer information and insurance-related queries.

Candidate Requirements

• Graduate in any discipline; relevant insurance qualifications are an advantage.
• 1–3 years of experience in insurance customer service, policy servicing, insurance telecalling, or customer relationship management.
• Working knowledge of insurance products, coverage, benefits, exclusions, premiums, and policy terms.
• Strong verbal communication, active listening, and customer-handling skills.
• Good problem-solving, coordination, and follow-up abilities.
• Basic proficiency in MS Excel, MS Office, and MIS preparation.
• Prior experience with an insurer, broker, insurance intermediary, or financial services organization is preferred.
• Customer service and relationship management
• Clear communication and active listening
• Query resolution and problem-solving
• Accurate recordkeeping and reporting
• Coordination, follow-up, and attention to detail