Job Description

Position Overview

We are looking for a proactive and customer-oriented

Client Relationship Executive - Insurance

to join our growing team. This role is ideal for

freshers or individuals with up to one year of experience

who are passionate about building client relationships and starting a career in the insurance industry. The role involves understanding client needs, promoting life insurance products, and ensuring excellent customer satisfaction.

Key Responsibilities

Client Engagement:

Reach out to potential and existing clients to explain suitable life insurance plans based on their needs and preferences.

Relationship Management:

Build and maintain long-term relationships with clients to ensure trust and continued business.

Lead Generation:

Identify and follow up on leads through calls, referrals, and other channels.

Product Knowledge:

Develop a thorough understanding of life insurance products, features, and benefits to confidently advise clients.

Sales Support:

Assist in preparing proposals, handling documentation, and ensuring smooth policy issuance.

Customer Service:

Support clients with policy renewals, claims assistance, and related queries.

Reporting:

Maintain accurate records of interactions, leads, and sales activities for management review.

Collaboration:

Work closely with team members and managers to achieve sales goals and improve customer satisfaction.

Qualifications

Education:

Bachelor's degree in any discipline (Business, Marketing, or related fields preferred).

Experience:

Freshers or candidates with up to

1 year of experience

in sales, customer service, or insurance.

Communication Skills:

Strong verbal and written communication in English and local language.

Customer Focus:

Genuine interest in helping clients and providing quality service.

Sales Mindset:

Goal-driven with a positive attitude toward achieving targets.

Team Player:

Ability to work well in a collaborative, fast-paced environment.

Technical Skills:

Basic computer literacy and familiarity with MS Office tools.
Job Types: Full-time, Permanent

Benefits:

Health insurance Life insurance
Work Location: In person