Customer Support Executive- B2B team

Responsibilities:

• Support the onboarding and activation of agents, brokers, and intermediaries through internal communication, documentation, and coordination.
• Build and nurture strong relationships with insurance partners via regular virtual check ins, calls, and data-driven insights.
• Maintain ongoing coordination with both new and existing agents to ensure timely and accurate registration of insurance claim cases. Monitor and maintain a centralized database of agent/broker performance, complaints, and feedback to help drive improvements and retention.
• Act as a liaison between internal teams (claims, tech, support) and external partners for resolution of issues, especially insurance claim complaints.
• Review and log claim complaints received from agents, ensuring documentation is complete and escalations are routed to the relevant teams promptly.
• Identify internal process bottlenecks affecting agent satisfaction or onboarding timelines and suggest improvements.
• Collaborate on internal campaigns, training, and communication initiatives aimed at improving agent engagement and productivity.

Requirements:

• Minimum of 2 years of experience in business development, account management, agency channel or a similar role within the insurance industry.
• Strong understanding of insurance products, policies, and industry practices.
• Proven track record in building and maintaining relationships with agents, brokers, or intermediaries.
• Excellent communication and interpersonal skills, with the ability to effectively engage and negotiate with diverse stakeholders. Demonstrated ability to identify opportunities, think strategically, and implement effective business development strategies.
• Strong problem-solving skills and the ability to handle and resolve claim complaints efficiently.