Tele calling , Data Entry & Operations Executive

Role & responsibilities

Make outbound calls to existing clients for their certification related communication and follow-ups.

Follow ups and collect the required documentation from existing clients.

Perform data entry, documentation, record maintenance and file management.

Track pending cases and ensure timely follow-up and closure.

Verify customer information and required documents for completeness and accuracy.

Maintain daily calling, lead, transaction and operational reports.

Support MIS preparation and routine operational activities.

Support clients in training operations

Ensure confidentiality and proper handling of customer information.

Preferred candidate profile

Good verbal and written communication.

Basic knowledge of MS Excel, Word and email.

Good typing and data-entry skills.

Attention to detail and accuracy.

Ability to follow processes and maintain records.

Customer-friendly attitude.

Good follow-up and coordination skills.

Willingness to learn insurance products and operational processes.

Perks and benefits