Job Duties Responsibilities 1 Lead Handling Prospecting Make outbound inbound calls to educate compare and sell health insurance plans to interested customers Qualify leads capture family size medical history disclosures and budget to match suitable plans 2 Need Analysis Solution Pitching Explain advantages waiting periods sub-limits exclusions and add-ons OPD maternity critical illness riders Prepare present multiple insurer quotes handle objections and negotiate to close sales ethically 3 Documentation Proposal Processing Collect KYC medical questionnaires reports and payment details ensure accuracy in proposal forms Coordinate with underwriting operations for medical tests approvals and swift policy issuance 4 Renewals Cross-Sell Upsell Proactively follow up on renewals to prevent policy lapses Cross-sell top-up covers or related products personal accident critical illness super top-up 5 Compliance Quality Control Adhere to IRDAI regulations company SOPs and call-quality scripts ensure zero mis-selling fraud Record all interactions accurately in CRM maintain confidentiality of customer data 6 Customer Service Issue Resolution Provide timely status updates explain requirements and resolve premium document payment discrepancies Liaise with claims support teams to guide customers on claim intimation processes when needed 7 Reporting Collaboration Maintain daily weekly MIS on calls quotes conversions premiums booked and pipeline status Work closely with product underwriting and finance teams for smoother operations and feedback loops APPLY NOW btwgroup co careers Job Types Full-time Fresher Pay 15 500 00 - 19 500 00 per month Work Location In person Speak with the employer 91 (phone hidden)

📌 Health Insurance Sales Executive – Telesales (Maharashtra)
🏢 Important Business
📍 Maharashtra