Customer Relationship Executives (CRE)

Role Overview

We are hiring Customer Relationship Executives (CRE) for our insurance team. In this role, you will speak with customers over calls, explain insurance plans, support them with their policy needs, and ensure they have a smooth experience.

Key Responsibilities

• Call customers for policy renewals, pending premiums, and follow up on insurance leads
• Clearly explain policy features, premiums, coverage, exclusions, and benefits
• Assist customers with KYC, documentation, policy updates, and basic claim-related queries
• Maintain accurate policy details, call logs, and customer records in the system
• Collect customer feedback and share important points with the team
• Build trust through polite communication and regular follow-ups
• Achieve daily / weekly calling and renewal targets

Requirements

Qualifications & Skills

Fluency in Gujarati (mandatory)

Skills Required

Email, Basic Computer Knowledge, Excel