01Overview
Key job responsibilities
- Call existing customers
- Contact customers whose insurance policies are expiring soon.
- Inform them about the renewal date and premium amount.
- Explain renewal details
- Explain policy benefits, coverage, premium, and renewal terms.
- Answer basic customer questions about their existing policy.
- Generate renewals
- Convince customers to renew their policies.
- Follow up with customers who are interested but have not yet renewed.
- Handle customer objections
- Address concerns about premium increases, coverage, competitors, etc.
- Explain the benefits of continuing the policy.
- Assist with documentation
- Guide customers regarding required documents and renewal procedures.
- Coordinate with the relevant team for payment and policy issuance.
- Maintain records
- Update customer information and call status in the CRM/system.
- Record follow-up dates, customer responses, and renewal status.
- Meet targets
- Achieve daily/monthly calling and renewal targets.
- Maintain good conversion and follow-up rates.
- Customer service
- Build a positive relationship with existing customers.
- Escalate complaints or complex policy issues to the appropriate department.
Skills usually required
- Good communication and convincing skills
- Basic knowledge of insurance products
- Hindi/English/local-language proficiency, depending on the company
- Basic computer and CRM knowledge
- Follow-up and negotiation skills
- Target-oriented attitude
Compensation: 7,000.00 - 12,000.00 per month
Perks:
- Provident Fund
Work Location: In person .
