Lead Qualification Advisor

Company: InsuranceMarket.ae™

Pre-Qualified Lead Advisor (PQA Advisor)
Offshore (100% Remote)
The Pre-Qualified Lead Advisor (PQA Advisor) is a customer-facing role responsible for engaging with pre-qualified leads, collecting complete customer information and required documentation, and preparing cases for quotation. The role serves as the primary coordination point between customers and advisors to ensure leads are fully qualified and ready for the sales advisory and quotation process.
Key Responsibilities
Customer Engagement & Lead Qualification
* Act as the primary point of contact for customers during the lead qualification stage.
* Engage with customers through calls, emails, and other communication channels to gather required information and documentation.
* Build positive customer relationships through professional and timely communication.
* Ensure customer profiles and requirements are complete and accurately documented before transferring cases for quotation.
Follow-Ups & Case Management
* Conduct regular follow-ups with customers for pending documents, clarifications, and outstanding requirements.
* Track and manage lead progress to ensure timely movement through the sales pipeline.
* Maintain accurate updates in CRM and internal systems regarding customer interactions and case status.
* Ensure all customer requirements are fulfilled before coordinating with advisors.
Advisor Coordination
* Coordinate with advisors once all required information is available and the lead is ready for quoting.
* Share complete and accurate case details with advisors to support efficient quotation preparation.
Operational Support
* Monitor pending cases and proactively address delays or missing requirements.
* Ensure adherence to internal processes, service standards, and turnaround timelines.
* Escalate complex or delayed cases to the appropriate teams when necessary.

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