Role & responsibilities
Generate leads through calls, referrals, field visits, networking, and digital channels.
Understand customer requirements and recommend suitable insurance solutions.
Explain policy features, advantages, 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
Robust 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.