Customer Service Executive

Role & responsibilities

• 1. Proactively reach out to policyholders for renewal premium collections
• 2. Conduct fields visits to meet customers and facilitate premium payments
• 3. Identify and engage lapsed policyholders to encourage policy revival
• 4. Identify upselling and cross selling opportunities for additional insurance products
• 5. Engage with customers walk in for surrender and provide solutions and alternatives to retain the customer
• 6. Achieve collection and retention targets as per company objectives
• Maintain accurate records of customer interactions, payment collections and surrender retention efforts.

Preferred candidate profile

• Fresher can be consider
• Candidate who is comfortable for field job
• Candidate should have their own vehicle