Job Purpose
To generate insurance business by identifying customer needs, providing suitable insurance solutions, managing existing customers, and ensuring excellent customer service while achieving business targets.
Key Responsibilities
· Generate new insurance business through leads, referrals, existing clients, and field activities.
· Understand customer requirements and recommend suitable insurance products.
· Explain policy features, benefits, premiums, terms, and conditions to customers.
· Coordinate with insurance companies for quotations, proposals, documentation, policy issuance, and renewals.
· Follow up with prospective customers and convert leads into business.
· Maintain regular contact with existing customers for renewals and additional requirements.
· Ensure timely collection and submission of required customer documents.
· Maintain accurate records of leads, prospects, policies, renewals, and sales activities.
· Ensure compliance with company policies, IRDAI guidelines, and applicable regulatory requirements.
· Achieve assigned monthly and annual business targets.
· Coordinate with the internal operations and support teams for smooth policy processing.
· Provide after-sales support and resolve customer queries related to policies and renewals.
Required Skills
· Good communication and interpersonal skills.
· Customer handling and relationship management.
· Sales and negotiation skills.
· Basic knowledge of insurance products and processes.
· Ability to generate leads and convert prospects.
· Good follow-up and coordination skills.
· Basic knowledge of MS Office and CRM systems.
· Target-oriented and self-motivated approach.
Qualification & Experience
Qualification: Graduate in any discipline; MBA/PGDM in Sales/Marketing will be an advantage.
Experience: 1–3 years of experience in insurance, financial services, banking, broking, or related sales roles.
Freshers: Candidates with strong communication skills and an interest in financial services/insurance may also be considered.
Key Performance Indicators (KPIs)
· New insurance business generated.
· Achievement of monthly/annual sales targets.
· Lead-to-conversion ratio.
· Policy renewal performance.
· Number of new customers acquired.
· Customer retention and satisfaction.
· Compliance with documentation and process requirements.
Preferred Candidate Profile
A proactive and customer-focused professional with strong sales ability, good communication skills, and an interest in building a career in insurance and financial services.
Pay: ₹12,000.00 - ₹15,000.00 per month
Work Location: In person
