- Generate leads through calls, referrals, field visits, networking, and digital channels.
- Understand customer requirements and recommend suitable insurance solutions.
- Explain policy features, benefits, exclusions, and premium details clearly.
- Maintain regular follow-ups with prospective and existing clients.
- Assist customers with documentation and policy issuance processes.
- Coordinate with insurance companies for quotations and policy servicing.
- Build long-term customer relationships for renewals and cross-selling.
- Maintain accurate records of sales activities in CRM/software.
- Stay updated on insurance products, market trends, and regulatory guidelines.
Preferred candidate profile
- Strong communication and negotiation skills.
- Good convincing and interpersonal abilities & good track record in case of experienced skilled.
- Basic understanding of insurance products and sales processes.
- Ability to work independently and in a team.
- Proficiency of Outlook and MS Office is preferred.