Job Brief
We are currently hiring a Sr. Executive- Inside Sales- Health Insurance to lead our Sales function with the purpose of
the company’s strategic goals
Role and Responsibilities
1. Lead Generation & Outreach:
o Contact prospective customers via phone calls, emails, or other communication channels.
o Generate leads through cold calling, inbound inquiries, and other marketing activities.
o Qualify leads based on the customer’s health needs and financial requirements.
2. Product Presentation & Information:
o Explain and discuss the benefits and features of health insurance policies.
o Provide detailed product information and offer advice on the most suitable health insurance plans based on
the customer’s profile.
o Address customer queries and concerns related to policies, premiums, coverage, and exclusions.
3. Sales Conversion:
o Close sales by actively persuading customers to purchase health insurance plans.
o Handle objections, negotiate terms, and ensure that customers understand the value proposition.
o Ensure that the sales process is followed and meet the sales targets set by the management.
4. Customer Relationship Management:
o Build and maintain robust relationships with new and existing customers.
o Follow-up with leads and customers to enhance the sales conversion rate and ensure customer satisfaction.
o Record customer interactions and update CRM systems regularly.
5. Documentation & Compliance:
o Ensure that all sales transactions are accurately recorded and compliant with industry standards and
regulations.
o Collect necessary documentation from customers for policy issuance.
o Maintain an up-to-date knowledge of insurance products and policies.
6. Achieve Sales Targets:
o Meet and exceed individual sales goals and KPIs.
o Work closely with the sales manager to track performance and identify areas for improvement.
7. Team Collaboration & Feedback:
o Collaborate with the sales team to share insights and strategies for increasing