- Schedule meetings with clients and maintain a proper meeting calendar and follow-up schedule.
- Take appointments with clients through calls, WhatsApp, email, or other communication channels.
- Conduct field meetings with clients to understand their insurance requirements and build strong relationships.
- Prepare and deliver insurance/product presentations to clients based on their requirements.
- Understand client requirements and coordinate with the relevant teams to provide suitable insurance solutions.
- Coordinate with the Operations Team for policy issuance, endorsements, renewals, cancellations, documentation, and other servicing requirements.
- Coordinate with insurance companies and internal teams to ensure timely completion of client requests.
Pay: ₹15,000.00 - ₹20,000.00 per month
Work Location: In person
