Patel Financial Services

Kharghar, Navi Mumbai

Key Responsibilities:1. Customer Relations Management: Build and maintain relationships with clients, providing support and guidance on insurance policies.- The Insurance Executive will be responsible for communicating with clients, addressing their queries, and ensuring customer satisfaction.2. Policy Sales: Sell various insurance policies to clients, explaining coverage options and benefits.- The incumbent will be tasked with promoting and selling insurance products to potential customers, highlighting the advantages of different policies.3. Policy Renewals: Follow up with clients for policy renewals and provide assistance in the renewal process.- The Insurance Executive will need to remind clients about upcoming policy renewals, assist them in renewing their policies, and ensuring continuity of coverage.4. Claims Processing: Assist clients in filing insurance claims and coordinate with insurance providers to ensure smooth processing.- The role involves helping clients navigate the claims process, submitting necessary documentation, and liaising with insurers for timely claim settlements.Required Skills and Expectations:1. Strong Communication Skills: Ability to effectively interact with clients and explain complex insurance concepts in a clear manner.2. Sales Acumen: Aptitude for selling and promoting insurance products to drive business growth.3. Organizational Skills: Capability to manage multiple client accounts, policy renewals, and claims in a structured manner.4. Knowledge of Insurance: Basic understanding of insurance policies, terms, and regulations to assist clients efficiently.5. Detail-Oriented: Attention to detail in processing claims accurately and ensuring policy information is correctly documented.