Key ResponsibilitiesMake outbound calls to qualified and interested leads and understand their insurance requirements. Communicate professionally with customers and provide clear, accurate, and relevant information. Identify customer needs and recommend suitable insurance options based on their requirements.
Assist customers throughout the insurance quotation and facilitation process. Follow up with potential customers regularly to convert leads into successful business opportunities. Maintain strong customer relationships through professional and timely communication.
Handle customer queries, concerns, and requests effectively and provide appropriate solutions. Collect and verify customer information required for insurance processing and quotation. Maintain accurate records of customer interactions, lead status, quotations,
and follow-up activities in the CRM.
Update lead information and call dispositions accurately after every customer interaction. Coordinate with the internal sales and insurance teams to ensure smooth processing of customer requirements. Achieve assigned daily and monthly calling, follow-up, and conversion targets.
Maintain a skilled approach while handling customers and represent the company positively. Ensure timely follow-ups with interested prospects to maximize lead conversion opportunities. Adhere to company processes, quality standards, and customer service guidelines.
📌 Customer Support Executive (Jaipur)
🏢 Kwikster Consulting and Technology OPC Private
📍 Jaipur
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