Customer Service Executive

About this role

Job Description – Customer Service Executive – Insurance

Location: Mumbai

Work mode: Hybrid (Full-time)

Experience Required: 0 - 2 years

Call me : 8850163272

Role Overview

We are looking for a Telecalling Executive to drive insurance sales through outbound and inbound calls. The role involves engaging potential customers, understanding their insurance needs, and converting leads into policy sales.

Key Responsibilities

Make outbound calls to prospective customers from the provided leads

Explain health insurance products and offerings clearly

Generate and qualify leads through telecalling

Achieve daily/weekly/monthly sales targets

Handle inbound queries and convert them into sales

Maintain accurate records of calls, follow-ups, and conversions in CRM

Build and maintain customer relationships

Coordinate with internal teams for policy issuance and documentation

Requirements

0–3 years of experience in telecalling / telesales (insurance preferred)

Strong communication and persuasion skills

Basic understanding of insurance products is a plus

Comfortable with targets and a performance-driven environment

Basic computer knowledge (CRM tools, Excel, etc.)