is responsible for managing and growing a portfolio of life insurance clients. The role involves understanding customers’ financial protection needs, providing suitable life insurance solutions, maintaining long-term client relationships, and ensuring customer satisfaction while achieving business targets.
Key Responsibilities
- Manage and maintain a portfolio of existing and prospective life insurance customers.
- Analyze clients’ financial goals and insurance requirements.
- Recommend appropriate life insurance and protection plans.
- Conduct regular reviews of clients’ insurance portfolios and suggest updates when required.
- Generate new business through referrals, networking, and lead generation activities.
- Build strong relationships with customers to ensure retention and policy renewals.
- Assist clients with policy servicing, documentation, claims guidance, and other support.
- Achieve assigned sales and premium collection targets.
- Maintain accurate customer records and prepare periodic reports.
- Stay updated on insurance products, industry developments, and regulatory requirements.
Pay: ₹15,000.00 - ₹38,000.00 per month
Benefits:
- Provident Fund
- Work from home
Work Location: Hybrid remote in Kankurgachi, Kolkata, West Bengal
