Roles and Responsibilities

- Understand customers' healthcare and insurance requirements and recommend suitable health insurance plans.
- Explain policy features, benefits, exclusions, waiting periods, and claim processes in a simple manner.
- Generate new business by converting walk-in inquiries into policy sales.
- Build and maintain robust customer relationships to encourage renewals and referrals.
- Conduct follow-up calls with prospective customers and convert leads into business.
- Occasionally undertake outside lead generation activities through nearby residential communities, corporate offices, referral partners, and local marketing initiatives.
- Meet assigned monthly sales, productivity, and customer service targets.




- Assist customers in completing proposal forms and collecting required documentation.
- Ensure timely policy issuance by coordinating with internal operations and insurance partners.
- Educate customers on cashless hospitalization, claim procedures, network hospitals, and wellness benefits.
- Maintain accurate records of customer interactions, leads, and daily sales activities in the CRM or company portal.
- Adhere to company policies, IRDAI regulations, and compliance guidelines.
- Participate in product training, sales coaching, and regular team meetings.

📌 Health Insurance Consultant (Bengaluru)
🏢 Ins-lab
📍 Bengaluru