16 Sep
|
Excell Autovista
|
Mumbai
16 Sep
Excell Autovista
Mumbai
Insurance Sales & Renewal Manage vehicle insurance policies, renewals, and current insurance sales.
Customer Handling – Explain insurance plans, coverage, premiums, and claim procedures to customers.
Insurance Companies Coordination – Coordinate with insurance companies, agents, and brokers for quotations and policy issuance.
Claims Management – Assist customers in claim registration, documentation, survey, and settlement.
Team Management – Guide and monitor the insurance team to achieve monthly targets.
Renewal Follow-up – Maintain renewal data and follow up with customers before policy expiry.
Documentation – Ensure accurate policy documents, customer records, and KYC details.
Target Achievement – Monitor insurance revenue, conversion ratio, and team performance.
Dealer Coordination – Coordinate with Sales, Service, CRM, and Accounts departments.
MIS & Reporting – Prepare daily/monthly insurance sales, renewal, and claim reports.Role & responsibilities
Preferred candidate profile
📌 Insurance Manager Mumbai
🏢 Excell Autovista
📍 Mumbai