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 perks 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 positive 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
Positive 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

Pay: ₹7,000.00 - ₹12,000.00 per month

Benefits
Provident Fund

Work Location: In person

📌 Insurance Executive Howrah
🏢 T C Motors
📍 Howrah