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Job Description
Skills:
Customer Service, Cross Selling, Excel, Custome Query, Sales, Policy Sales, Mails,
Job Summary
We are looking for a dynamic and customer-focused individual to handle customer queries, manage policy logins, and assist with policy disbursements. The role involves providing excellent service to customers, cross-selling products, preparing regular MIS reports, and drafting professional emails for communication purposes.
Key Responsibilities
- Handling Customer Queries: Respond to customer inquiries regarding insurance products, policy details, claims, and other related concerns through various communication channels.
- Policy Login and Disbursement:Process and manage the policy login applications, ensuring all documentation and requirements are complete.
- Facilitate the disbursement of policies in a timely and efficient manner, coordinating with internal teams.
- Cross-Selling:Identify opportunities to cross-sell additional products or services based on customer needs and company offerings.
- MIS Preparation:Prepare and maintain regular reports on key performance indicators (KPIs), policy status, customer queries, and other metrics as required by the management.
- Email Drafting:Draft clear, concise, and professional emails for both internal and external communication, ensuring adherence to company guidelines.
- Excellent communication and customer service skills.
- Strong organizational and multitasking abilities.
- Proficient in MS Office (especially Excel) for MIS report preparation.
- Ability to cross-sell products based on customer needs.
- Strong email writing skills with attention to detail.
Skills
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About Company
""The Shriram Life Insurance Company was founded with the objective of reaching out to the “common man” with products and services that would be helpful to him as he sets out on the path to “prosperity”. Operational efficiency, integrity and a strong focus on catering to the needs of the average Indian , by offering him high quality and cost-effective products and services, are the core values that drive the organisation. These values have been strongly adhered to over the decades and are now an integral part of the organisation’s DNA.
The company prides itself on its deep understanding of the customer. Each product or service is tailor-made to specifically suit the needs of the customer. It is this guiding philosophy of putting people first that has brought the group company closer to the grassroots and has made it the preferred choice for all truck financing requirements amongst the customers.""
The Shriram Life insurance company works with the purpose - To bring every family in the Indian society, especially the segment most vulnerable to the financial impacts of the loss of a breadwinner, into the safety net of Life Insurance.
Operational efficiency, integrity and a strong focus on catering to the needs of the average Indian , by offering him high quality and cost-effective products and services, are the core values that drive the organisation. These values have been strongly adhered to over the decades and are now an integral part of the organisation’s DNA.
The company prides itself on its deep understanding of the customer. Each product or service is tailor-made to specifically suit the needs of the customer. It is this guiding philosophy of putting people first that has brought the group company closer to the grassroots and has made it the preferred choice for all truck financing requirements amongst the customers.
The Shriram Group is one of the largest and well-respected financial services conglomerates in India. The Group's main line of activities in financial services includes chit fund, truck financing, consumer durable financing, stock broking, insurance broking, and life insurance. The Group has a customer base of 30 lacs chit subscribers and investors and operates through a network of 630 offices all over the country. The Group has the largest agency force in the private sector consisting of more than 75,000 loyal and dedicated agents.
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