Insurance Executive (Howrah)

Key job responsibilities - Call existing customers - Contact customers whose insurance policies are expiring soon. - Inform them about the renewal date and premium amount. - Explain renewal details - Explain policy benefits, coverage, premium, and renewal terms. - Answer basic customer questions about their existing policy. - Generate renewals - Convince customers to renew their policies. - Follow up with customers who are interested but have not yet renewed. - Handle customer objections - Address concerns about premium increases, coverage, competitors, etc. - Explain the benefits of continuing the policy. - Assist with documentation - Guide customers regarding required documents and renewal procedures. - Coordinate with the relevant team for payment and policy issuance. - Maintain records - Update customer information and call status in the CRM/system. - Record follow-up dates, customer responses, and renewal status. - Meet targets - Achieve daily/monthly calling and renewal targets. - Maintain good conversion and follow-up rates. - Customer service - Build a positive relationship with existing customers. - Escalate complaints or complex policy issues to the appropriate department. Skills usually required - Good communication and convincing skills - Basic knowledge of insurance products - Hindi/English/local-language proficiency, depending on the company - Basic computer and CRM knowledge - Follow-up and negotiation skills - Target-oriented attitude Compensation: 7,000.00 - 12,000.00 per month Perks: - Provident Fund Work Location: In person .