08 Sep
|
Skywings Advisors
|
Mumbai
08 Sep
Skywings Advisors
Mumbai
Key Responsibilities
- Handle existing customer base and service-related interactions
- Convert service leads into sales opportunities (renewals, cross-sell, up-sell)
- Provide end-to-end customer servicing including policy servicing, queries, and renewals
- Conduct need-based selling and financial planning discussions
- Ensure customer retention and persistency
- Maintain accurate customer records, documentation, and MIS
- Coordinate with internal teams for smooth policy issuance and servicing
- Ensure compliance with IRDAI guidelines and company policies
Desired Skills & Competencies
- Strong customer service and relationship management skills
- Ability to convert service touchpoints into sales
- Excellent communication and problem-solving abilities
- Customer-centric and result-oriented approach
- Positive understanding of life insurance products and processes
📌 FrmS (Mumbai)
🏢 Skywings Advisors
📍 Mumbai