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Customer Service Executive

Customer Service Executive

Policy Era Insurance Broking Pvt LtdJodhpur, IN
2 days ago
Job description

Customer Service Executive | PolicyEra

Location : Bhandup (Central Suburbs, Mumbai)

Compensation : ₹30,000 per month

Experience Required : Minimum 2 years in customer service or client management

Industry : InsurTech / Insurance Services

About PolicyEra

At policyera.com , we are redefining how customers experience insurance. With a strong focus on transparency, reliability, and service excellence, we aim to make insurance simpler, faster, and more client-centric. As a part of our growing team, you will have the opportunity to contribute to an organization that values innovation, integrity, and impactful customer relationships.

About the Role

We are seeking a Customer Service Executive who is proactive, empathetic, and highly organized. In this role, you will be the bridge between our clients and our internal teams — ensuring every customer receives a seamless and satisfying experience through timely communication, issue resolution, and professional service delivery.

Key Responsibilities

Client Communication

  • Handle client queries efficiently via phone, email, and in-person interactions.
  • Conduct site visits as required to provide personalized support and resolve issues.

Customer Service Excellence

  • Ensure high levels of client satisfaction by managing and resolving complaints effectively.
  • Demonstrate empathy, patience, and professionalism in all customer interactions.
  • Data & Process Management

  • Maintain detailed records of all client communications, issues, and resolutions.
  • Prepare regular reports and insights on customer service performance and feedback.
  • Collaboration & Coordination

  • Liaise with internal departments to ensure timely resolution of client concerns.
  • Partner with sales and operations teams to enhance the overall customer journey.
  • Continuous Improvement

  • Identify areas for improving service quality and customer experience.
  • Contribute ideas and strategies to strengthen client management processes.
  • Required Skills & Qualifications

  • Bachelor’s degree or equivalent qualification.
  • Minimum 2 years of experience in customer service, client management, or a related domain (insurance industry experience preferred).
  • Excellent verbal and written communication skills.
  • Strong organizational, coordination, and multitasking abilities.
  • Proficiency in MS Office and common customer service tools / software.
  • Problem-solving mindset with a customer-first attitude .
  • Willingness to travel for client visits when required.
  • Perks & Benefits

  • Competitive CTC of ₹30,000 per month .
  • Be part of one of the fastest-growing industries in India — InsurTech .
  • Opportunities for career growth and professional development within PolicyEra.
  • A collaborative, positive, and inclusive work culture.
  • Why Join PolicyEra?

    At PolicyEra, we don’t just serve clients — we build relationships. If you are someone who thrives on delivering excellent service, solving challenges, and creating meaningful impact in people’s lives, this is the role for you.

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    Customer Service Executive • Jodhpur, IN

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