Life Insurance Advisor Job Vacancies in Dehradun

Maintain Customer RelationshipBuild sustainable relationships and trust with customer via open and interactive communicationRegular & timely interaction with the customer via various modes like calls, whats app, EDMs etc. as decided per the business planExplain customized proposition to the customer basis the important dates (Birthday, Term Renew etc.)Perform annual protection review calls as per the timelinesCampaign CallingPerform Segmented product based campaigns including GLIP, SWP, FWP and othersEnsure that the customers are aware of the offering and do not have any confusion regarding the samePerform Service Request CallsKeep records of customer interactions, process customer accounts and file documentsHandle customer complaints, provide appropriate solutions and alternatives within the time limits; follow up to ensure resolutionProvide accurate, valid and complete information by using the right methods/toolsIdentify and assess customers needs to achieve satisfaction.