Engagement Manager

Key Responsibilities:

 Engage with clients via calls or digital channels to resolve queries and offer

insurance recommendations.

 Review customer insurance portfolios to identify protection gaps, redundancies, or

optimization opportunities.

 Stay updated on product features, claim processes, and regulatory changes across

insurance categories.

 Provide clear, simple, and accurate advice to help customers make informed

insurance decisions.

 Build trust-based relationships with clients to enhance loyalty and long-term

engagement.

 Collaborate with internal teams to relay customer insights and contribute to

product/service improvement.

 Maintain accurate and detailed logs of interactions, reviews, and follow-up actions in

CRM tools.

Required Qualifications:

 Graduate in any discipline.

 0–2 years of experience in customer engagement, financial services, or insurance-

related roles.

 Excellent verbal communication skills in English and Hindi; fluency in any additional

regional language is a plus.

 Strong analytical skills with attention to detail and a problem-solving mindset.

 Eagerness to learn and grow in the insurance domain.