Client Relationship Executive – Insurance
Location: Chandigarh
Job Type: Full-time
Experience Required: 1–3 Years
Industry: Insurance / Financial Services
Job Summary
We are seeking a Client Relationship Manager to support customer engagement and relationship management activities within the insurance sector. The role involves communicating with existing and prospective clients, addressing inquiries, scheduling appointments, maintaining records, and providing information about insurance products and services.
Key Responsibilities
- Contact clients through phone calls, emails, and other approved communication channels.
- Build and maintain positive relationships with customers.
- Respond to client inquiries and provide accurate information regarding insurance products and services.
- Schedule meetings and follow-up calls with clients.
- Maintain and update customer records in CRM systems or internal databases.
- Coordinate with internal teams to ensure timely customer support.
- Assist in policy-related documentation and administrative processes.
- Track client interactions and prepare activity reports.
- Support customer retention and service initiatives.
Required Skills
- Strong verbal and written communication skills.
- Customer service and relationship management abilities.
- Good organizational and follow-up skills.
- Basic computer proficiency, including MS Office and CRM tools.
- Ability to work independently and collaboratively within a team.
- Professional and customer-focused approach.
Pay: ₹22,642.96 - ₹25,576.68 per month
Work Location: In person
