Insurance Call Center Executive

Key Responsibilities:

Sales & Customer Interaction

• Make outbound calls and handle inbound calls to sell motor and life insurance policies.
• Understand customer requirements and recommend suitable insurance products.
• Explain policy features, benefits, coverage, exclusions, and pricing clearly.
• Close sales and achieve daily, weekly, and monthly targets.

Lead Management

• Follow up on provided leads through CRM.
• Maintain accurate customer records and call updates in the system.
• Coordinate with internal teams for policy issuance and documentation.

Compliance & Quality

• Follow IRDAI guidelines and company sales processes.
• Ensure proper disclosures and avoid mis-selling.
• Maintain high call quality and customer satisfaction scores.

Customer Support

• Handle customer queries related to policy renewal, endorsement, and basic claims guidance.
• Build trust and long-term relationships with customers.