Tasks

• Provide prompt, accurate, and friendly customer service. This will include providing the most cost-effective comprehensive Insurance coverage to clients.

• Prospect for new business through various channels and follow up warm leads. Shall involve responding to inquiries regarding coverage, policy changes, insurance availability etc.

• Use a customer-focused, needs-based review process to educate customers about insurance coverage/options.

• Hold internal and client facing status meetings, and updates that report on performance, issues, and continuous improvement.

• Create and maintain comprehensive project and client documentation.

• Plan and facilitate client-planning sessions to ensure all contractual obligations are met and performance of client’s portfolio is on par with expectations.

• Build strong working relationships with clients, stakeholders, and team members through effective communication throughout the client life cycle.

Requirements

• Provide prompt, accurate, and friendly customer service.



This will include providing the most cost-effective comprehensive Insurance coverage to clients.

• Prospect for new business through various channels and follow up warm leads. Shall involve responding to inquiries regarding coverage, policy changes, insurance availability etc.

• Use a customer-focused, needs-based review process to educate customers about insurance coverage/options.

• Hold internal and client facing status meetings, and updates that report on performance, issues, and continuous improvement.

• Create and maintain comprehensive project and client documentation.

• Plan and facilitate client-planning sessions to ensure all contractual obligations are met and performance of client’s portfolio is on par with expectations.

• Build solid working relationships with clients, stakeholders, and team members through effective communication throughout the client life cycle.

📌 Customer Relation Executive (Chandigarh)
🏢 Sahayak Associates
📍 Chandigarh