A Branch Customer Service and Sales Executive in a life insurance company manages walk-in customers at the branch, resolves their queries, and drives revenue through upselling and cross-selling life insurance products. This role combines frontline service with proactive sales to enhance customer satisfaction and meet branch targets. The position requires robust interpersonal skills to handle high-volume interactions while promoting policies like term plans, ULIPs, and health riders.

Key Responsibilities

- Greet and assist walk-in customers, addressing inquiries on policy details, renewals, claims status, and premium payments.
- Identify opportunities to upsell existing customers (e.g., increasing sum assured) and cross-sell complementary products like critical illness riders or investment-linked plans.
- Process applications, documentation, and KYC requirements accurately, while ensuring compliance with IRDAI regulations and company guidelines.

For more information please call Gopakumar@(phone hidden)

📌 Life insurance - Branch Customer Service - 4 lacs (Bhopal)
🏢 Wego Consultants
📍 Bhopal