Lead Generation & Prospecting
Identify and contact potential customers through cold calling, lead lists, and referrals.
Qualify leads based on their insurance needs and eligibility.
Sales & Product Promotion
Promote and sell health insurance plans over the phone.
Explain product features, benefits, premiums, and exclusions clearly.
Customize insurance solutions based on customer requirements.
Customer Relationship Management
Build and maintain strong relationships with current and existing clients.
Follow up with prospects to close sales and ensure customer satisfaction.
Documentation & Data Entry
Accurately record customer information and interactions in CRM software.
Ensure all applications and policy documents are completed and submitted correctly.
Compliance & Policy Knowledge
Stay up to date on company policies, insurance regulations, and underwriting guidelines.
Maintain strict adherence to IRDAI guidelines and data privacy rules.
Target Achievement
Meet or exceed monthly sales targets and performance KPIs.
Participate in training and skill development programs to improve conversion rates.
Handling Objections
Address customer concerns and objections effectively to build trust and confidence.
Provide explicit, concise answers to policy-related queries.
Preferred candidate profile
Communication & Language Skills
Excellent verbal communication skills in English and at least one regional language.
Ability to explain complex insurance terms in a simple and convincing manner.
Sales & Interpersonal Skills
Strong persuasion, negotiation, and closing skills.
Ability to handle rejection and remain motivated under pressure.
Tech Savvy & Process Oriented
Comfortable using CRM tools, Excel, and digital communication platforms.
Solid attention to detail and ability to follow compliance protocols.