Job Description

Posting Title: Customer Success Associate
Industry: Insurance
Salary: ₹undefined
Work Experience: Fresher (0-2 Years)
Required Skills: Outbound sales and meeting targets
---
Summary:
We are seeking a motivated and results-driven Customer Success Associate to join our dynamic insurance team. This role is pivotal in driving customer engagement, expanding our client base, and ensuring long-term satisfaction through proactive outreach and exceptional service. As a Customer Success Associate, you will play a key role in the acquisition and retention of insurance clients by leveraging outbound sales techniques, meeting performance targets, and delivering a seamless customer experience. You will be at the forefront of our customer lifecycle, building relationships, identifying needs, and guiding prospects through the insurance journey. This is an excellent opportunity for early-career professionals eager to grow in a fast-paced, customer-centric environment within the insurance industry.
---
Responsibilities:

• Conduct outbound sales calls and outreach to potential clients to generate new insurance leads.

• Meet and exceed monthly and quarterly sales targets through consistent and strategic prospecting.

• Build and maintain strong relationships with clients by providing clear, accurate, and timely information about insurance products.

• Identify customer needs and recommend suitable insurance solutions tailored to individual or business requirements.

• Track and report sales activities, conversion rates, and customer feedback in the CRM system.

• Collaborate with underwriting and claims teams to ensure smooth onboarding and resolution of client concerns.

• Participate in training and development sessions to stay updated on product offerings, industry trends, and sales best practices.

• Contribute to team goals by sharing insights, best practices, and performance metrics.

Requirements

• Bachelor's degree in Business, Finance, Marketing, or a related field (freshers welcome).

• Proven ability to meet or exceed sales targets in a high-pressure environment.

• Strong communication and interpersonal skills with a consultative sales approach.

• Proficiency in using CRM tools and digital communication platforms (e.g., Salesforce, Microsoft Dynamics).

• Self-motivated with a growth mindset and a passion for customer service and insurance solutions.

• Willingness to work in a performance-driven, team-oriented culture with regular feedback and goal tracking.

• Basic understanding of insurance products (life, health, general, or property & casualty) is a plus.

• Ability to manage time effectively, prioritize tasks, and adapt to changing priorities.

Benefits
Rotational Shift (Day shift for females until 8 PM; Rotational for males) 6 days of working

Skills Required