Customer Relationship Officer

Role & responsibilities

We are seeking a proactive and detail-oriented Sales Coordinator with prior experience in telesales, preferably within the Insurance, BPO, or Call Centre industry. The ideal candidate should have a good understanding of insurance products and processes, along with strong coordination and communication skills to support the sales team.

Key Responsibilities:

• Coordinate with internal sales teams to ensure smooth execution of sales processes
• Support lead management, follow-ups, and tracking of sales activities
• Maintain and update sales data, MIS reports, and CRM systems
• Assist in documentation and processing of insurance-related transactions
• Ensure timely closure of sales opportunities by coordinating with stakeholders
• Handle customer queries and provide basic information on insurance products
• Work closely with cross-functional teams to ensure service delivery

Preferred candidate profile

• Prior experience in telesales (Insurance/BPO/Call Centre preferred)
• Basic to good knowledge of insurance products and processes
• Strong communication and interpersonal skills
• Good coordination and organizational abilities
• Proficiency in MS Excel and CRM tools
• Ability to multitask and work in a fast-paced environment