Branch Operations Executive
Shriram Life Insurance
Date: 1 week ago
City: Hisar, Haryana
Salary:
₹10,000
-
₹15,000
per month
Contract type: Full time
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
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.
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