Client Service Executive - Insurance

• Maintain Verbal & written Communication with Clients as and when required. • Prepare quotations based on client requirements for Insurance / Investments . • Coordinate with clients and insurance providers for new business and renewals. • Assist with application forms, documentation, and policy requirements. • Maintain client portfolios and handle policy-related inquiries. • Prepare and manage documents using MS Office Tools & Online PDF tools , and AI-based applications. • Provide administrative support and assist in achieving sales targets. • Candidates on their Own Visa . • Previous experience in Financial Brokerage or Client Servicing organization is an advantage but not mandatory. • Proficiency in Microsoft 365 (Word/Excel/Outlook etc) is required. • Familiarity with online PDF Editing tools is required. • Excellent verbal and written English communication skills , with strong interpersonal and customer service abilities.