Key Responsibilities
Manage customer queries related to insurance policies, renewals, premiums, claims, and policy documentation.
Maintain and update customer information, policy records, and interactions in the CRM system.
Follow up with customers for policy renewals, pending documents, premium payments, and other service requirements.
Coordinate with insurance companies, insurers, brokers, sales teams, and operations teams to resolve customer issues.
Assist customers with claims-related queries and coordinate with the relevant claims team for updates.
Ensure timely resolution of customer complaints and service requests.
Track customer interactions, maintain accurate records, and prepare regular CRM reports.
Support customer retention initiatives and identify prospects for cross-selling or upselling relevant insurance products, where applicable.
Ensure compliance with company policies, data confidentiality requirements, and applicable insurance regulations.
Proactively communicate policy updates, renewal reminders, and service-related information to customers.
Working Days - Mon to Sat Weekoffs - 1st and 3rd Sat off and Sun OFF