RiskBirbal Insurance Brokers Pvt. Ltd. is a technology-driven insurance broking company committed to delivering transparent, customer-centric insurance and risk management solutions. By combining industry expertise with innovative technology, we help individuals and businesses make informed insurance decisions while simplifying the insurance buying process.
Job Summary
We are seeking a agile and customer-focused Telecaller to join our Life & Health Insurance team. The ideal candidate will be responsible for contacting prospective customers, understanding their insurance needs, explaining suitable life and health insurance products, and scheduling follow-ups or transferring qualified leads to the sales team. Strong communication skills and a customer-first approach are essential for success in this role.
Key Responsibilities
Make outbound calls to prospective and existing customers using provided leads.
- Introduce and explain life and health insurance products in a clear and professional manner.
- Understand customer requirements and recommend suitable insurance solutions.
- Generate and qualify leads for the sales team.
- Schedule appointments or connect interested customers with insurance advisors.
- Maintain accurate records of customer interactions in the CRM system.
- Follow up with customers to address queries and encourage policy purchases.
- Meet daily, weekly, and monthly calling and lead generation targets.
- Handle customer concerns professionally and escalate complex issues when required.
- Stay updated on company products, insurance regulations, and market trends.
Required Qualifications
Bachelor's degree in any discipline (preferred).
- 0.6–2 years of experience in telecalling, telesales, customer service, or insurance sales.
- Freshers with excellent communication skills are encouraged to apply.
Required Skills
Excellent verbal communication skills.
- Strong persuasion and negotiation abilities.
- Customer-focused attitude with active listening skills.
- Basic computer knowledge and familiarity with MS Office.
- Ability to work with CRM software and maintain accurate records.
- Good interpersonal and relationship-building skills.
- Self-motivated with the ability to achieve performance targets.
Preferred Qualifications
Prior experience in life or health insurance, banking, financial services, or BPO/telecalling.
- Knowledge of insurance products and industry practices is an added advantage.
What We Offer
Professional training and career development opportunities.
- Supportive and collaborative work environment.
- Opportunity to grow within the insurance and financial services industry.
Compensation
Salary: As per company standards and candidate experience.
- Performance-based incentives.
- Other benefits as per company policy.