– Insurance Sales ExecutiveContact customers and explain insurance products and perks. 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 good relationships with new and existing customers.