Dear Candidate,

We are hiring a leading life insurance company.

Key Responsibilities:

Maintain Customer Relationship:

 Ensure that the team builds sustainable relationships and trust with

customer accounts through open and interactive communication

 Determine clients' particular needs and financial situations by

scheduling fact-finding appointments and determining the extent of

present coverage and investments.

Track and Supervise Campaign Calling:

 Track Segmented product campaigns including GLIP, SWP,

FWP and others

 Ensure that the team follows communication procedures, guidelines

& policies.

Supervise/Track Service Request Calls:

 Keep records of customer interactions, process customer accounts

and file documents

 Provide appropriate solutions and up-selling strategies to the team





basis the feedback of the previous interactions.

 Perform random follow-ups to ensure customer satisfaction and

query resolution.

 Provide accurate, valid, and complete information by using the right

methods/tools.

Growth & Planning:

 Evaluate business or individual customers' needs and financial status

and propose protection plans that meet their criteria.

CTC: Upto 7.0LPA to 10.0LPA

Experience required: Need Min 2-4 yrs of Team handling experience in Direct Channel.

To Apply kindly call or Whatsapp on (phone hidden) and mail [email protected]

Regards,

Nikita

📌 Branch Head_Direct Channel (West Bengal)
🏢 Skywings Advisors
📍 West Bengal