Senior Consultant at ProntoeHR Services
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Relationship Officer/Relationship Manager - BFSI (0-5 yrs)
- Develop positive working relationships with clients
- Approach clients via cold calling and direct mail to inquire about their insurance situations and future needs
- Deliver policy proceeds after a claim is filed and approved
- Communicate with Insurance Adjusters about the life cycle of each claim
- Explain the differences in policy specifics so clients can make informed decisions about their purchases
- Respond to clients- questions and complaints
- Follow up with clients after initial meetings or conversations
- Participate in continuing education programs in both insurance and sales
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