Telecalling Executive

This Opportunity is with a leading Life Insurance company for their office in Thane location

Role: Tele Caller - HNI Desk

Experience: 2 -6 Years

Key Responsibilities:

1. Collecting Renewal Premiums:

• Contact UHNI clients to remind and collect renewal premiums for their life insurance policies.
• Ensure timely and accurate processing of premium payments.

2.

• Reach out to UHNI clients who have submitted a surrender request for their policy.
• Explain the benefits of the policy and persuade clients to continue their policy instead of surrendering.

3. Proactive Retention Calling:

• Identify UHNI clients at high risk of surrendering their policies based on analytical models.
• Contact these clients to reinforce the benefits of their policies and strengthen their belief in the product.

4. Reaching Out to Sales Teams:

• Contact sales personnel when clients are not reachable or unwilling to pay their renewal premiums.
• Provide necessary details and support to sales teams to facilitate the renewal process.

5. Adhoc Calling:

• Handle additional calling tasks as needed, including addressing issues, escalations, or participating in pilot programs.

Qualifications:

• Education:

  Bachelor's degree in any field (preferred).

• Experience:

  Prior experience in dealing with HNI clients. Experience in insurance industry is desired but not the only criteria.

Required Skills:

• Excellent communication and interpersonal skills.
• Strong convincing and influencing abilities.
• Proficiency in Microsoft Excel for basic data analysis.
• Ability to handle high-pressure situations and manage multiple tasks efficiently.

Personal Attributes:

• High level of professionalism and integrity.
• Strong customer service orientation.
• Ability to work independently and as part of a team.
• Detail-oriented with strong organizational skills.

Interested Candidates can share their CV's atpriyal@topgearconsultants.com