- Job Description – Insurance Sales ExecutiveContact customers and explain insurance products and benefits.
- Understand customer needs and suggest suitable insurance plans.
- Generate new customer leads and follow up with interested customers.
- Assist customers with the insurance application and documentation process.
- Collect and verify required documents from customers.
- Visit customers when required to explain policies and complete the process.
- Coordinate with the insurance company and internal team for policy processing.
- Maintain customer records and update daily activity reports.
- Provide support to existing customers regarding policy-related queries.
- Maintain positive relationships with new and existing customers.