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CUSTOMER SUPPORT EXECUTIVE

Banking, Financial Services and Insurance | Operations Executive - Lending

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

Tirunelveli,Thuthukudi,Tenkasi

Gender : Female | Age Limit - 20-28 | Openings - 4 | 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

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 the assigned location.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

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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Department Of Employment And Training, Old Alandur Road,
Guindy, Chennai-32.

   9499966018 .

   tnprivatejobs@gmail.com .

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