Schedule meetings with clients and maintain a proper meeting calendar and follow-up schedule.
Take appointments with clients through calls, WhatsApp, email, or other communication channels.
Conduct field meetings with clients to understand their insurance requirements and build robust relationships.
Prepare and deliver insurance/product presentations to clients based on their requirements.
Understand client requirements and coordinate with the relevant teams to provide suitable insurance solutions.
Coordinate with the Operations Team for policy issuance, endorsements, renewals, cancellations, documentation, and other servicing requirements.
Coordinate with insurance companies and internal teams to ensure timely completion of client requests.
Pay: ₹15,000.00 - ₹20,000.00 per month
Work Location: In person
📌 Client Success Executive Pune
🏢 TommyandFurry
📍 Pune
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