Insurance Advisor
6 months ago
Responsibilities:
- Work involves outbound calls and servicing incoming queries on Home, Travel and Motor insurance products.
- Accountable for gathering all relevant and accurate information and keeping track of required documentation all the time.
- Provide compelling service from the first introductory phone call to all the way to issuing the policy.
- Processing cancellations and refunds in a timely and accurate manner.
- Prepare and arrange policy documents for customers upon approval.
- Responsible for negotiating the premiums and covers with insurance companies.
- Handling and resolving customer complaints to customer satisfaction within the defined authority limits and escalating as per the process.
- Coordinating with the inter-department for outstanding payments and policy conversions.
- Assisting the clients with after sales service.
- Generate leads and do cross sell.
- Attending walk-in Clients
- Perform other duties as assigned by Team Leader.
- Working every alternate Saturday
**Qualifications**
- Proven experience (minimum 1 year) for Home & Travel Insurance.
- Familiarity with Insurance Portals and Technology
- Excellent English written and verbal communication skills with the ability to converse clearly, positively, and effectively.
- Confident, competitive, and energetic over the phone.
- Strong ability to work under pressure in a target driven environment.
- Possesses a high level of professionalism, assertiveness, and honesty.
- Proficiency in generating new business and relationships.
- Competence with Excel, Word and Outlook
- Minimum Bachelor's degree
- Insurance qualification is a plus.
**Job Types**: Full-time, Permanent
**Experience**:
- Home & Travel Insurance: 1 year (required)
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