professionals handle customer files and

Current Designation: Executive / Sr Executive Motor General Insurance

Department/Group: General Insurance

Location: Mumbai Kandivali Position Type: Full-Time

Reports to: Operations Manager Positions Supervised

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

2. Effective Communicator - As much as

you might prefer email and text

messaging, insurance business still

gets done over the phone.

3. Time Management - A renewal is

considered to be late if all renewal

requirements are not met on or

before the expiration date of the

4. Proactive Time being the biggest essence, the executive have to be proactive and cant effort to procrastinate

1. Calendar Management and Alertness -

Insurance professionals who handles

renewal should be alert with the

calendar management and alert the

customers well in advance.

2. Subject matter expert Knowledge

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

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 be given periodically.

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

has to be emailed to the client.

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. Maintain all records

11. Punch all Policies & Endorse them.

12. Report the progress of monthly/quarterly initiatives to stakeholders

13. Maintain bookkeeping systems, database and records

14. The goal is to build up strong positive relationships, to ensure growth attainment and

increase our firm s reputation.

Minimum 3 Years of Experience in Motor 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.