919005391838 919005391838
the people operations
Customer Service Officer

Bhavnagar, Amravati, Chandrapur, Jalgaon, Nanded, Nashik, Pune, Sangli, Ahmednagar, Nainital, Haldwani


Key Responsibilities
a. Cross-Sell / Up-Sell
• Work On Every Lead Allocated from Ho Team
• Identify the Financial Goals of Customers and Provide Financial Planning Assistance.
• Pitch Products as per Need of the Customer
• Convert Leads Into New Sale.
b. Customer Service/retention Through Relationship Management
• Establishing and Strengthening Relationship with Allocated Customer Base
• Collection of Due Premium from Customers
• Collection of Additional Document Requirement Related to Reinstatement
• Generate Interest of the Customer to Buy Another Product Post Providing Proper Service.
measures of Success
execution Measures
• Collection of Due Premium as per Target.
• Service Resolution Percentage/tat
• Meet Cross Sell/up Sell Business Targets
• Customer Satisfaction Score
key Competencies/skills Required
• Building Relationships – Ability to Influence Customers
• Building Collaboration
• Detail-oriented
• Customer Centricity.
key Relationships Management (internal /external)
internal : Head of Sparc, Field Ops, Training, Hr

external: Customers
• Target Candidates- Direct Sales, Agency, Broking,( Only if He is Ready to Work in Sales and Has Previous Direct Marketing Exp.), Irdai Approved Insurance Agents. Should have Insurance Knowledge**
• Should Be from Sales/ Field Background., Telecallers or Operation Person Not Required.**
• Should have At Least 1 Year of Exp.
• Good Communication Skills
note :- We Don't Need Any Operation Guy, this is Purely Sales Job/field Sales
• Immediate Joiners Most Welcome.(max 1 Month)
• Should have His/her Own Conveyance
• Minimum Qualification- Graduate
• Age: Less Than 33yrs
• Not Working -- Max 3 Months Duration is Allowed Not More Then That.
• Staying At His Current Location for 1-2 Yr.

Experience 1 - 2 Years
Salary 3 Lac To 3 Lac 50 Thousand P.A.
Industry Sales & Marketing / Business Development/telecaller
Qualification Other Bachelor Degree
Key Skills Life Insurance Insurance Advisor Insurance Agent Field Executive Customer Service Officer

About Company

Company Name

Insurance Sector ( on-role ) Direct Channel

About Company .................
Contact Person Annu
Address Jhansi
Mobile 9005391838
Email ID thepeopleoperations@gmail.com

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