Customer Service Officer for leading Life Insurance Company

KEY RESPONSIBILITIES

A.    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

·   Resolve simple and easy service request of customers.

·   Receive and log complex service request of customers in system.

·   Provide appropriate advice to customers to continue existing policies.

·   Generate interest of the customer to buy another product post providing proper service.

B.    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.