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Key job responsibilities Call existing customersContact customers whose insurance policies are expiring soon.Inform them about the renewal date and premium amount.Explain renewal detailsExplain policy benefits, coverage, premium, and renewal terms.Answer basic customer questions about their existing policy.Generate renewalsConvince customers to renew their policies.Follow up with customers who are interested but have not yet renewed.Handle customer objectionsAddress concerns about premium increases, coverage, competitors, etc.Explain the benefits of continuing the policy.Assist with documentationGuide customers regarding required documents and renewal procedures.Coordinate with the relevant team for payment and policy issuance.Maintain recordsUpdate customer information and call status in the CRM/system.Record follow-up dates, customer responses, and renewal status.Meet targetsAchieve daily/monthly calling and renewal targets.Maintain good conversion and follow-up rates.Customer serviceBuild a positive relationship with existing customers.Escalate complaints or complex policy issues to the appropriate department.Skills usually required Good communication and convincing skillsBasic knowledge of insurance productsHindi/English/local-language proficiency, depending on the companyBasic computer and CRM knowledgeFollow-up and negotiation skillsTarget-oriented attitudePay: 7,000.00 - 12,000.00 per month Benefits: Provident FundWork Location: In person .
Fund System Support AssociateIQ-EQ · IQEQ Hyderabad, Tower 2, 7th floor, Phoenix Equinox Towers, Diamond Hills, RSM, Gachibowli, Hyderaba, Telengana, India