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Current Designation: Sr Executive 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
concerned that the customer does not
miss the deadline and effectively guide
them with the right solutions
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 must 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 of
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 expire and contact customers for renewals. The customers
need to be contacted both in writing and by call 2 months in advance and reminders to be given
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 feedback 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 service 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 & hand them to team members.
12. Submit documents to the relevant concerned department.
13. Scan all documents and email them to the team/ insurance company for approval and get 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, ensure growth attainment, and increase us
Minimum 2 Years of Experience in Fire Insurance. Good Computer skills, especially MS Excel Sense of ownership and pride in your performance and its impact on the company s success Critical thinking and problem-solving skills Team player Good time-management skills Great interpersonal and communication skills Bachelors in Any Field.