Position Overview
This role combines customer service excellence with sales and operational responsibilities . You will handle customer inquiries, provide product and policy guidance, and ensure a seamless customer experience while also supporting insurance sales, renewals, and lead generation across multiple product lines.
Client Services - Deliver high-quality customer support across calls, chats, and emails
- Explain policy coverage, benefits, and terms clearly
- Support policy issuance, renewals, and claims-related queries
- Maintain accurate customer records and follow-ups
Sales & Renewals Support - Generate quotations and assess customer needs
- Convert leads into policyholders through effective sales techniques
- Support renewals and meet assigned targets
Reporting & Coordination - Track performance, lost business, and market feedback
- Collaborate with und...