Job Description
Key Responsibilities :
- Approaching clients from existing portfolio and offer them upgraded premiums with higher insurance benefits or offer clients any of AXA’s products eligible for selling online.
- Follow up with offered pipeline.
- Daily Report Activities including reachable, successful calls, sent, or received offers, issued policies or any other activity through KPI template and is sent to direct manager.
- Update Portfolio weekly
- Utilize channels of communication, emails, Avaya, business line, FAs in branches
- Verify received documents.
- Follow up on issuance process [Policy maintenance, underwriting, etc.]
- Communicate with clients revised offers if any.
- Documenting revised & initial offer with any client through email for his / her reference
- Documenting official information & benefits through AXA’s official landline
Skills
Business Knowledge & Technical Skills :
Fresh gradsExperience in call center / customer service field preferredGood communication skills with internal & externalNegotiation skillsTime Management including Planning skills.Organization skillsHigh ethicsEager to learn.Self-driven