Sales Executive Jobs Opening in Business Solution Limited at Airoli, Mumbai, Navi Mumbai
Sales Executive
Job Description
• Assist in policy servicing, claims, renewals, and issue resolutions
• Ensure high levels of customer satisfaction and compliance with regulatory standards
• Maintain accurate call records and follow up where necessary.
WORK SCHEDULE : Shift Time: 9:30 AM to 6:30 PM (Fixed)
WEEK OFF : Rotational
Key Responsibilities
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Customer Query Handling
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Respond to inbound calls, emails, and walk-in queries from customers regarding health insurance products.
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Provide clear and accurate information about policy features, benefits, premiums, and coverage details.
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Guide customers through the process of purchasing a new policy or modifying an existing one.
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Policy Servicing
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Assist customers in updating personal details, adding dependents, or making changes to coverage.
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Handle requests for duplicate policy documents, ID cards, and payment receipts.
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Ensure policy servicing requests are completed within defined turnaround times (TATs).
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Claims Assistance
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Guide customers through the claims process, including documentation requirements and claim submission.
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Coordinate with the claims department to track claim status and provide updates to clients.
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Assist in resolving claim disputes or escalations in line with company policies.
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Renewals and Retention
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Proactively contact customers whose policies are due for renewal.
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Explain renewal terms, premium changes, and updated benefits.
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Offer suitable renewal options to ensure continuous coverage and prevent policy lapses.
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Issue Resolution
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Investigate and resolve customer complaints or grievances promptly.
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Escalate complex issues to the appropriate department or manager while ensuring follow-up until resolution.
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Maintain professionalism and empathy during all interactions.
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Compliance and Regulatory Adherence
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Follow IRDAI (Insurance Regulatory and Development Authority of India) guidelines and company compliance policies.
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Ensure that sales and servicing activities adhere to ethical practices and data privacy requirements.
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Maintain transparency in all customer communications.
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Record Keeping and Reporting
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Maintain accurate and updated customer records in CRM systems.
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Log call details, service requests, and follow-ups in the system for future reference.
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Prepare daily, weekly, or monthly reports on customer interactions, renewals, and issue resolutions.
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Sales and Cross-Selling
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Identify opportunities to cross-sell or upsell additional insurance products.
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Promote add-on covers, top-up plans, and other related services to existing customers.
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Work towards individual and team sales targets.
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Coordination with Internal Teams
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Liaise with underwriting, claims, and finance teams to ensure smooth servicing.
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Collaborate with marketing teams for promotional campaigns targeting renewals and new policy sales.
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Share customer feedback with product teams to improve offerings.
Core Skills:
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Excellent verbal and written communication.
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Strong listening and problem-solving abilities.
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Knowledge of health insurance products and claims processes.
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Customer-oriented approach with a focus on relationship building.
Technical Skills:
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Proficiency in MS Office (Word, Excel, Outlook).
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Familiarity with CRM software and policy management systems.
More information about this Sales Executive Job
Please go through the below FAQs to get all answers related to the given Sales Executive job
- What are the job requirements to apply for this Sales Executive job position?
- Ans: A candidate must have a minimum of fresher as an Sales Executive
- What is the qualification for this job?
- Ans: The candidate can be a Graduate from any of the following: Diploma, B.Com, BA, BBA/BBM, 12th Pass (HSE), BBS
- What is the hiring Process of this job?
- Ans: The hiring process all depends on the company. Normally for an entry level, hiring the candidate has to go for Aptitude, GD (If they look for communication),Technical test and face to face interviews.
- This Sales Executive is a work from home job?
- Ans: No ,its not a Work from Home Job.
- How many job vacancies are opening for the Sales Executive position?
- Ans: There are immediate 1 job openings for Sales Executive in our Organisation.
Job Particulars
About Company
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Salary not disclosed 
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0 to 3+ Years
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12th Pass (HSE)
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12th Pass (HSE)
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Freshers
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12th Pass (HSE)
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0 to 3+ Years
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BA, BBA/BBM, 12th Pass (HSE), Other Graduate
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12th Pass (HSE)
Delhi, Bangalore, Mumbai
2 to 3+ Years
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B.Com
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Salary not disclosed
B.Com, BA, BBA/BBM, BHM
Mumbai, Navi Mumbai
0.6 to 1 Years
Salary not disclosed
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Hyderabad, Bangalore, Mumbai
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BBA/BBM
Navi Mumbai
Freshers
Salary not disclosed
12th Pass (HSE)
Mumbai
Freshers
Salary not disclosed
BBA/BBM 
