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CUSTOMER SUPPORT EXECUTIVE

Banking, Financial Services and Insurance | Operations Executive - Lending

~15,000 p.m | Under Graduate | Madurai

Melur,Dindigul,Ramnad,Theni,Sivakasi,Tiruneveli,Tenkasi,Sivagangai,Virudhunagar,Karur

Gender : Female | Age Limit - 20-28 | Openings - 25 | Experience - 0-1 Year | Job Type - Regular
SSG Insurance Brokers
Posted Jobs Count : 7
Open Until : 31-03-2025
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Description

Role+ Goal not limited to.

Operational Activities

Quote Generation & Policy Issuance:

  • Responsible for Generating Quotes. Request for Quotes received from RMs, SBHs, Telecallers, Dealer Partners and Customers by Email/WA
  • To Generate quotes using SSGIB POSP Portal, as per preferred insurer grid
  • To Generate quotes using Insurance Company Portals, as per preferred insurer grid
  • To Prepare Quote Summary
  • To Follow-up with customer/partner/RM on the quotes to get the policy issued
  • To Obtain quotes from the insurance company SPOCs for travel/health policies, and coordinate with the insurers for payment link pertaining to Travel, Health & Life policies
  • To Complete KYC in the insurer portal realtime
  • To Follow up with the concerned RM/Dealer Partner/Customer/Employee to get quote approved

Payments & Endorsements

  • To ensure end to end coordination till the payment is made & to share the policy copy to the customer on time
  • To coordinate with customers for break-in cases for documents.
  • To ensure End to End Coordination with the customer and the insurer for Non Financial Endorsements - Address change, Spelling mistakes correction, Policy Cancellation, Addition/deletion of covers to existing policy, Transfer of ownership

Sales & Customer Service

  • You will be responsible for E-Seva tie ups and Branch walkins.
  • You need to ensure minimum 2 tieups of E-Seva in a week.
  • You need to connect with partners on a daily basis & address their queries accordingly and establish long-lasting, trusting connections by communicating professionally and empathetically with the clients.
  • Ensure customer support in respect of policy endorsements, and claims.
  • Provide appropriate solutions and substitutes within the timeframes specified and follow up to ensure resolution.
  • Ensure zero pendency of policies at the end of the day.
  • Maintain client interaction logs, handle customer accounts, and file paperwork as and when necessary.
  • In addition you need convert 20 % of 150 2wheeler walkins per day at our KOCHADAI OFFICE
  • Answering calls and responding to customers appropriately.
  • Keep track of all customer inquiries and follow up to verify that all questions are answered regarding customer policies

Coordination & Follow up Activites

  • To Coordinate and interact with internal & external stake holders on Quotes, Policies, portal issues, Tagging RM ID to policies, Claims and training on protals.
  • To Train dealer partners, branch staff, HO telecalling staff on using the insurer portal, to Train RMs on POSP portal application to onboard POSPs and to issue policies
  • To Followup with dealers for any policies to be issued for the day  & with Insurance companies for claims reported if any.
  • Responsible for Partner activation, monitoring, and maintaining the MIS.
  • To Followup with Insurers on new codes and login credentials (if codes are pending)

Daily Reporting

  • To provide Daily Report on the number of transactions handled in terms of quotes, policies, trainings provided, coordinations handled. 
  • Product/ Sales Process/ IT training  will be given

Skills

  • Customer Care Executive (Relationship Centre)

Additional Skills


GOOD COMMUNICATION ( VERBAL & WRITTEN) & GOOD ATTITUDE KNOWLEDGE IN OPERATING COMPUTERS POSITIVE ATTITUDE SINCERITY / HONESTY/ INTEGRITY WANTS TO COME UP IN LIFE THROUGH HARD WORK

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   9499966018 .

   tnprivatejobs@gmail.com .

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