Client Relationship Executive – Insurance (Kerala)

Client Relationship Executive – Insurance (Kerala)

13 Aug
|
Prompttech Solutions
|
Kerala

13 Aug

Prompttech Solutions

Kerala

Position Overview We are looking for a proactive and customer-oriented Client Relationship Executive - Insurance to join our growing team This role is ideal for freshers or individuals with up to one year of experience who are passionate about building client relationships and starting a career in the insurance industry The role involves understanding client needs promoting life insurance products and ensuring excellent customer satisfaction Key Responsibilities Client Engagement Reach out to potential and existing clients to explain suitable life insurance plans based on their needs and preferences Relationship Management Build and maintain long-term relationships with clients to ensure trust and continued business Lead Generation Identify and follow up on leads through calls referrals and other channels Product Knowledge Develop a thorough understanding of life insurance products features and benefits to confidently advise clients Sales Support Assist in preparing proposals handling documentation and ensuring smooth policy issuance Customer Service Support clients with policy renewals claims assistance and related queries Reporting Maintain accurate records of interactions leads and sales activities for management review Collaboration Work closely with team members and managers to achieve sales goals and improve customer satisfaction Qualifications Education Bachelor s degree in any discipline Business Marketing or related fields preferred Experience Freshers or candidates with up to 1 year of experience in sales customer service or insurance Communication Skills Strong verbal and written communication in English and local language Customer Focus Genuine interest in helping clients and providing quality service Sales Mindset Goal-driven with a positive attitude toward achieving targets Team Player Ability to work well in a collaborative fast-paced setting Technical Skills Basic computer literacy and familiarity with MS Office tools Job Types Full-time Permanent Benefits Health insurance Life insurance Work Location In person

📌 Client Relationship Executive – Insurance (Kerala)
🏢 Prompttech Solutions
📍 Kerala

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