Job Description – CRT Term Insurance

Job Title: CRT term Insurance Location:Indore

Job Summary
We are seeking a dedicated and customer-focused qualified for the role of CRT - Term
Insurance Executive. The ideal candidate will be responsible for managing policy issuance,
client coordination, and end-to-end service support while ensuring a seamless customer
experience throughout the policy lifecycle.

Key Responsibilities
Handle policy issuance processes with accuracy and efficiency.
Coordinate with customers for timely collection and verification of required documents.
Maintain and organize insurance-related records and documentation.
Provide prompt assistance and ongoing support to clients throughout the policy term.
Educate customers on the features, perks, and value of term life insurance products.
Assist clients in completing insurance applications and support them through
underwriting procedures.




Ensure effective two-way communication to address customer queries and service
requests.
Collaborate with internal teams to ensure smooth policy servicing and customer
satisfaction.
Deliver high standards of professionalism and service excellence at all times.

Skills & Competencies
Excellent communication and interpersonal skills.
Strong customer service and relationship management abilities.
Positive coordination, organizational, and problem-solving skills.
Ability to work independently as well as collaboratively within a team environment.

Experience & Qualification
Minimum 2 year of experience in Term Life Insurance.
Prior experience in policy servicing, customer relationship management, or insurance
coordination will be preferred.

Pay: Up to ₹25,000.00 per month

Benefits:
Paid sick time
Provident Fund

Work Location: In person

📌 Customer Support Term Insurance Indore
🏢 Policyx.Com
📍 Indore