- Handle inbound and outbound calls to connect with prospective customers interested in insurance products.
- Understand customer requirements by discussing their financial goals, risk coverage needs, and budget.
- Recommend suitable insurance plans such as life, health, motor, and general insurance policies.
- Explain policy details including coverage, premiums, exclusions, benefits, and claim procedures.
- Convert leads into sales by building trust, addressing customer objections, and following up regularly.
- Achieve sales targets by meeting monthly, quarterly, and annual sales goals set by the organization.
- Maintain accurate records of customer interactions, leads, sales activities, and follow-ups in the CRM system.
- Assist customers with documentation required for policy issuance and renewal.
- Provide post-sales support by helping customers with renewals, endorsements, and policy-related queries.
- Cross-sell and up-sell insurance products based on customer needs and eligibility.
- Stay updated on insurance products, market trends, and regulatory guidelines to provide accurate information to customers.
- Coordinate with internal teams such as underwriting and customer support for smooth policy processing.