Sr. Executive - Retail (Mumbai)

Sr. Executive - Retail (Mumbai)

07 Aug
|
Infina Insurance Broking
|
Mumbai

07 Aug

Infina Insurance Broking

Mumbai

The candidate will be responsible for connecting with prospects/clients, understanding their insurance requirements, suggesting suitable insurance products, and handling end-to-end policy issuance and servicing.

Key Responsibilities

- Generate leads by calling prospective and existing clients, understand their insurance requirements, and convert enquiries into business opportunities.
- Promote and sell Health, Travel, Home, Life, Motor, and Personal Accident Insurance products by providing product information, preparing quotations, and coordinating policy issuance with insurance companies.
- Follow up with clients for documentation, payments, renewals, endorsements, and policy-related queries to ensure timely closure and excellent customer service.
- Maintain an accurate client database, ensure regular follow-ups, and build strong customer relationships to achieve sales targets.
- Preferred Profile: 12 years of experience in Insurance, Telecalling, Sales, or Customer Service with valuable communication, convincing skills, and knowledge of retail insurance products.

📌 Sr. Executive - Retail (Mumbai)
🏢 Infina Insurance Broking
📍 Mumbai

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