Individual Medical

Key Responsibilities:

• Check and verify the data and other relevant information provided by the Direct / Sales Team on Medical Enquiries and float the enquiries to the Insurance Companies to obtain the desired terms within the TAT.
• Negotiating on the policy rates and terms with the Insurance Companies.
• Manage the relationship with Insurance Companies.
• Ensure that customers have competitive quotes according to their requirements.
• Providing assistance to the Team as and when required.
• Upon confirmation of business, placing the policies with respective Insurance Companies within the TAT.
• Maintaining the daily/weekly/monthly Quotations tracker with proper updates and sharing the same with the head of the department.
• All the emails and calls must be acknowledged and replied to internal and external clients.
• Actively obtain referrals for cross sell and other value-added services.
• Preparing report on pending enquiries/quotes / placing slips and coordinating with the team.
• Actively resolve customer complaints and highlight the same to team ahead and management.
• To gain adequate knowledge of all the products.