HR Recruiter at Stratemis HR technologies pvt ltd
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Customer Sales Officer - Insurance (1-5 yrs)
Position: CSO (Customer Sales Officer) - SPARC (Service Points As a Revenue Channel)
AGENCY .
KEY RESPONSIBILITIES
A. Cross sell / Up sell
- Work on every lead allocated from HO team
- Identify 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 RESPONSIBILITIES
A. Cross sell / Up sell
- Work on every lead allocated from HO team
- Identify 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.
Desired qualification and experience
- Graduate in Management
- Must have a minimum of 1+ years experience.
- Experience in managing customer relationship
- Knowledge of Insurance sales and related processes
contact- 9999355404
Twinkle sinha
Hr statemis hr technologies
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