professionals handle customer files and

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Current Designation: Executive / Sr Executive Marine / Fire General Insurance

Location: Mumbai Kandivali Position Type: Full-Time

Reports to: Operations Manager Positions Supervised Runner Boys

Internal Relation: Customer Service, Sales External Relation: Insurance Companies, Customers

Required Skills

1. Customer Driven Should be concern

that the customer does not miss the

deadline and effective guide them with

2. Effective Communicator - As much as

you might prefer email and text

messaging, insurance business still gets

3. Time Management - A renewal is late

if all renewal requirements are not

met on or before the expiration date

4. Proactive Time being the biggest essence, the executive has to be proactive and can t effort to procrastinate

1. Calendar Management and Alertness -

renewal should be alert with the calendar

management and alert the customers well

2. Subject matter expert Knowledge about

3. Organizational Skills - Because insurance

professionals handle customer files and

records, they must have efficient

organizational skills.

4. Computer Skills - Insurance professionals must be comfortable working with computers and making math calculations

Job Description

Role and Responsibilities:

1. Renewing current policies and assisting with claims.

2. Provide proactive support to clients in the renewal process consistently, timely and accurately.

3. Track contracts that are soon to be expired and contact customers for renewals. The customers

need to be contacted both in writing and by call, 2 months in advance and reminders to begiven

4. When sending reminders, detailed fresh Quotes for renewal with complete information must be

5. Gracefully accept discontinuation and record the feedback.

6. Analyze customer feedbacks and develop new techniques to ensure customer retention.

7. Respond to customer queries and address service complaints in a timely manner.

8. Provide excellent customer services and ensure customer satisfaction.

9. Build positive working relationships with customers for repeat businesses.

10. When advising for renewal, you will sell, solicit, differentiate, and negotiate insurance plans

that match the needs of your assigned or prospective customers portfolio. Evaluating business

or individual customers needs and financial status and proposing protection plans that meet

their criteria 11. Fill all proposals & portability forms & handover to team members.

12. Submit documents to relevant concern department.

13. Scan all documents and email it to the team/ insurance company for approval and get the confirmation of

portability from the insurance company.

14. Once everything is approved, inform the client, and get the cheque collected.

15. Submit all the original documents to the insurance Company. 16. Report the progress of monthly/quarterly initiatives to stakeholders

17. Maintain bookkeeping systems, database, and records

18. The goal is to build up strong positive relationships, to ensure growth attainment and increase us

Minimum 2 Years of Experience in Marine/Fire Insurance. Good Computer skills, especially MS Excel Sense of ownership and pride in your performance and its impact on company s success Critical thinker and problem-solving skills Team player Good time-management skills Great interpersonal and communication skills Bachelors in Any Field.