Telecalling Executive

We are looking for a Level 1 Calling Executive to join our US insurance operations team. The ideal candidate will have at least 1 year of experience in US insurance processes, preferably with exposure to auto insurance policy verification, client communication, CRM management, and record maintenance. The role involves communicating with insurance carriers, clients, and relevant stakeholders to verify policy information, maintain accurate records, and ensure timely completion of assigned tasks.

Key Responsibilities:

• Perform insurance verification for US auto insurance policies.
• Make outbound calls to insurance carriers, agencies, clients, and other relevant parties.
• Verify policy details including policy status, effective dates, coverage, deductibles, limits, and other required information.
• Update and maintain accurate information in the CRM and internal systems.
• Maintain and organize client records and supporting documentation.
• Follow up on pending verifications and resolve discrepancies in policy information.
• Ensure all call notes, verification details, and client interactions are properly documented.
• Handle assigned accounts and requests within defined turnaround times.
• Maintain confidentiality and accuracy while handling client and insurance information.
• Follow established SOPs, quality standards, and compliance requirements.
• Escalate complex or unresolved issues to the appropriate team or supervisor.

Required Skills & Qualifications:

• 1+ year of experience in US insurance, preferably in auto insurance verification or a related process.
• Good understanding of US auto insurance policies and terminology.
• Strong verbal and written English communication skills.
• Comfortable making outbound calls to US-based insurance companies and clients.
• Working knowledge of CRM systems and data management.
• Strong attention to detail and accuracy in maintaining records.
• Good follow-up and organizational skills.
• Ability to work independently as well as part of a team.
• Willingness to work in US/night shifts.

Preferred Skills:

• Experience with insurance verification, policy servicing, or insurance operations.
• Familiarity with insurance portals and CRM platforms.
• Basic knowledge of MS Excel, email communication, and documentation tools.
• Ability to meet productivity, accuracy, and quality targets.