Customer Service Representative - Caliber Business Pvt ltd
(2020-02 - 2022-09)
Customer Service Advisor - Ebixcash Insurance Broking Pvt. Ltd - Andheri
(2023-12 - 2025-10)
Senior Health Renewal executive (CSA) - Turtlemint Insurance Broking Pvt Ltd (Team Lease Payroll)
(2025-10 - 2026-03)
- Explain all health and motor insurance policies and products to potential and existing clients, guiding them toward the best coverage.
- Issue quotes, maintain client records, prepare reports, and answer client questions about insurance plans and policies.
- To identify potential clients through various channels such as networking, referrals, and cold calling.
- To develop and maintain strong relationships with clients by understanding their insurance needs and providing tailored solutions.
- Suggest modifications and updates to existing clients' insurance policies.
- Developing POS Agents.
- Client consultation and coordination on calls, emails or in person.
- To negotiate with the clients and close the deals to achieve the set goals.
- Stay updated on industry trends, market conditions and market competition.
- Manage leads, track sales activities, and generate reports for management review.
- Participate in regular sales meetings, training sessions, and performance reviews to continuously improve sales techniques and product knowledge.
