Life insurance - Branch Customer Service - 4 lacs

Wego Consultants; Bhopal; Presencial; INR 250 000 - 450 000; Tempo integral

Resumo da oferta

Wego Consultants is seeking a Branch Customer Service and Sales Executive for a life insurance partner in India. The role blends frontline service with proactive sales to meet branch targets, handle walk-in customers, and resolve queries on policy details, renewals, and claims status.

You will promote term plans, ULIPs, and health riders while ensuring accurate documentation and IRDAI compliance, aiming to boost customer satisfaction and revenue through up-selling and cross-selling.

Qualificações

• Greet and assist walk-in customers, addressing inquiries on policy details, renewals, claims status, and premium payments.

Responsabilidades

• Greet and assist walk-in customers, addressing inquiries on policy details, renewals, claims status, and premium payments.
• Identify opportunities to upsell existing customers (e.g., increasing sum assured) and cross-sell complementary products like critical illness riders or investment-linked plans.
• Process applications, documentation, and KYC requirements accurately, while ensuring compliance with IRDAI regulations and company guidelines.

Descrição da oferta de emprego

A Branch Customer Service and Sales Executive in a life insurance company manages walk-in customers at the branch, resolves their queries, and drives revenue through upselling and cross-selling life insurance products. This role combines frontline service with proactive sales to enhance customer satisfaction and meet branch targets. The position requires strong interpersonal skills to handle high-volume interactions while promoting policies like term plans, ULIPs, and health riders.

Key Responsibilities

• Greet and assist walk-in customers, addressing inquiries on policy details, renewals, claims status, and premium payments.
• Identify opportunities to upsell existing customers (e.g., increasing sum assured) and cross-sell complementary products like critical illness riders or investment-linked plans.
• Process applications, documentation, and KYC requirements accurately, while ensuring compliance with IRDAI regulations and company guidelines.