Build and maintain valuable relationships with clients Cross-sell health, motor, and commercial insurance to existing clients Handle client queries on policies, renewals, and endorsements. Follow up on policy renewals and coordinate with insurers Maintain the client database and update records in CRM/Excel Share daily and monthly reports on renewals, follow-ups, and client feedback
📌 CRM Executive (Bhopal)
🏢 Insuredesk IMF Private
📍 Bhopal
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