Customer Relationship Executive

We're looking for a Customer Relationship Executive with experience in insurance sales or underwriting. The position is based in Technopark, Trivandrum. In this role, your conversations directly shape how clients across the globe choose and understand their coverage.

You'll be working with clients from different countries, so clear spoken English is essential, and Hindi is a strong plus for the mix of clients you'll be handling. Alongside your own client calls, you'll also be managing a team, which means the way you explain things and handle tough conversations sets the standard for how your team does the same. At PromptTech, this variety is the job — different clients, different needs, and steady exposure to how an international insurance team operates, which gives you a real path to grow into a larger leadership role.

And there's more to the opportunity than the calls. Your performance can be recognised through performance-based bonuses and our Champions Club, which celebrates employees who make significant contributions. You'll also receive company-sponsored health insurance and an International Life & Accident Insurance policy.

We're also a Great Place to Work-Certified™ organisation, offering a workplace that values its people, recognises contributions and supports professional growth.

Roles & Responsibilities

• Conduct outbound calls to prospective clients to promote our insurance offerings
• Explain insurance coverage options, benefits, and premiums to clients
• Assess clients' insurance needs and recommend suitable plans
• Follow up with clients to address any questions or concerns and ensure customer satisfaction
• Meet or exceed sales targets and quotas
• Maintain accurate records of all sales and customer interactions in our CRM system

Preferred Skills

• Previous experience in sales, telemarketing, or customer service, preferably in the insurance industry
• Strong communication and interpersonal skills
• Ability to build rapport with clients and effectively convey information over the phone
• Excellent negotiation and persuasion abilities
• Results-oriented with a drive to achieve and exceed targets
• Proficiency in using CRM software and other sales tools

Work Location: In person