CEO at Consult ShekharPandey
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Assistant Manager - Customer Service/Sales - Consumer Team - Insurance (2-4 yrs)
Roles and Responsibilities
- Responsible for servicing existing clients.
- Responsible for preparing proposals for client's presentations and assisting the clients with roadshows.
- Validating that all policy documents and its wordings are in line with the RFP document shared with insurer for procuring their terms and quotes.
- To ensure all policy documents are in order and are reaching the clients within agreed time frame.
- Renewal tracking and ensuring timely reminders are sent to the clients for premium payment to ensure insurance continuity.
- Providing continuous assistance to our clients with regard to any query related to claims.
- MIS reporting, developing and execution of various business reports.
- Preparation and support for various client engagement campaigns
Technical Skills:-
- MS Office - Word, Excel, PowerPoint, MS Outlook
General Skills
- Proven Leadership skill traits (elected leader in community, school & college). Background of having leadership role.
- Strong analytical skills, problem solving and decision making skills.
- Good networking skills and relationship management skills.
- Strong communication and presentation skills
- Preferred candidate profile
Prior Experience
- 2-4 years of experience in insurance industry either with an insurer or broker.
- Domain knowledge preferred.
Education/ Qualification
- MBA from a reputed B - School or Post Graduate with industry experience in Insurance Sector.
Industry Type-Insurance
Functional Area-Financial Services, Banking, Investments, Insurance
Employment Type-Full Time, Permanent
Role Category-Life Insurance/Financial Services
Education
PG :MBA/PGDM in Finance, Marketing, Other Management
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