Job Purpose

To generate insurance business by identifying customer needs, providing suitable insurance solutions, managing existing customers, and ensuring excellent customer service while achieving business targets.

Key Responsibilities

· Generate new insurance business through leads, referrals, existing clients, and field activities.

· Understand customer requirements and recommend suitable insurance products.

· Explain policy features, benefits, premiums, terms, and conditions to customers.

· Coordinate with insurance companies for quotations, proposals, documentation, policy issuance, and renewals.

· Follow up with prospective customers and convert leads into business.

· Maintain regular contact with existing customers for renewals and additional requirements.

· Ensure timely collection and submission of required customer documents.

· Maintain accurate records of leads, prospects, policies, renewals, and sales activities.

· Ensure compliance with company policies, IRDAI guidelines, and applicable regulatory requirements.

· Achieve assigned monthly and annual business targets.

· Coordinate with the internal operations and support teams for smooth policy processing.

· Provide after-sales support and resolve customer queries related to policies and renewals.

Required Skills

· Good communication and interpersonal skills.





· Customer handling and relationship management.

· Sales and negotiation skills.

· Basic knowledge of insurance products and processes.

· Ability to generate leads and convert prospects.

· Good follow-up and coordination skills.

· Basic knowledge of MS Office and CRM systems.

· Target-oriented and self-motivated approach.

Qualification & Experience

Qualification: Graduate in any discipline; MBA/PGDM in Sales/Marketing will be an advantage.

Experience: 1–3 years of experience in insurance, financial services, banking, broking, or related sales roles.

Freshers: Candidates with strong communication skills and an interest in financial services/insurance may also be considered.

Key Performance Indicators (KPIs)

· Recent insurance business generated.

· Achievement of monthly/annual sales targets.

· Lead-to-conversion ratio.

· Policy renewal performance.

· Number of new customers acquired.

· Customer retention and satisfaction.

· Compliance with documentation and process requirements.

Preferred Candidate Profile

A proactive and customer-focused professional with strong sales ability, good communication skills, and an interest in building a career in insurance and financial services.

Pay: ₹12,000.00 - ₹15,000.00 per month

Work Location: In person

📌 Insurance Executive (India)
🏢 JK Securities
📍 India