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Experience
1 - 7 Years
Job Location
Education
Bachelor of Business Administration(Management)
Nationality
Any Nationality
Gender
Not Mentioned
Vacancy
1 Vacancy
Job Description
Roles & Responsibilities
Key accountabilities:
POA/KYC Collection
Proactively call and email assigned KYC and POA cases to obtain up-to-date documentation within specified timeframes.
Validate and assess the acceptability of submitted documents.
Identify potential cancellation risks and escalate to the appropriate Account Manager.
Accurately update customer and document information in the CRM system.
Contacting Old Opportunities
Reconnect with previous leads via email or call to assess renewed interest.
Update lead status and details in the CRM system.
Flag re-engaged leads for follow-up by the sales team.
Administrative Responsibilities
Maintain accurate records of all lead interactions and updates.
Schedule and coordinate call-backs and appointments for TMRs & account managers
Support general administrative tasks including data entry, filing, and internal communications.
Additional Duties
Generate and distribute regular reports on lead qualification activities, POA/KYC collection and outcomes.
Collaborate with sales team members to improve processes
Participate in training and development sessions to stay current with best practices and tools.
Communicate regularly with sales and retention teams to ensure alignment and support.
Skills & Qualifications
Proven experience in an administrative or sales support role.
Strong communication skills, both written and verbal
Proven experience in outbound calling
Proficiency in CRM systems (e.g., Salesforce) and Microsoft Office Suite.
Excellent attention to detail and organizational skills.
Ability to manage multiple tasks and meet deadlines.
Customer-focused mindset with a proactive approach to problem-solving.
Desired Candidate Profile
Proven experience in an administrative or sales support role.
Strong communication skills, both written and verbal
Proven experience in outbound calling
Proficiency in CRM systems (e.g., Salesforce) and Microsoft Office Suite.
Excellent attention to detail and organizational skills.
Ability to manage multiple tasks and meet deadlines.
Customer-focused mindset with a proactive approach to problem-solving.
Department / Functional Area
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Cigna
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