Client Relationship Executive

Handle incoming calls, messages, emails, or walk-in customers

Explain life insurance policy details, benefits, premium payment process

Assist customers with:

Policy status & policy documents

Premium due dates & payment issues

Policy renewal & revival

Nominee change, address change, KYC update

Claim status & claim procedure guidance

Register and resolve customer complaints within TAT

Coordinate with internal teams for escalations

Maintain proper customer records in CRM/system

Ensure customer satisfaction and retention

Follow company policies, IRDAI guidelines, and service standards