We are looking for a competitive Insurance Agent to generate current business by contacting potential customers. You will sell, solicit, differentiate and negotiate insurance plans that match the needs of your assigned or prospective customers’ portfolio.
The goal is to build up strong positive relationships, to ensure growth attainment and increase our firm’s reputation.
Responsibilities
Develop marketing strategies and promote all types of recent insurance contracts or suggest additions/changes to existing ones
Breed productive relationships to create a pool of prospective clients from various sources by networking, cold calling, using referrals etc
Evaluate business or individual customers’ needs and financial status and propose protection plans that meet their criteria
Work with clients to deliver risk management strategies that fit their risk profiles
Report the progress of monthly/quarterly initiatives to stakeholders
Maintain bookkeeping systems, database and records
Monitor insurance claims to ensure mutual satisfaction
Achieve customer acquisition and revenue growth objectives
Constantly update job knowledge and learn about recent products and services
Fulfill all policy requirements.
Requirements and skills :
Proven working experience as an Insurance Agent or relevant experience
Familiarity with all types of insurance plans (automobile, fire, life, property, medical etc)
Basic computer knowledge and statistical analysis
Proven ability to work with goals
Demonstrated ability to communicate, present, influence and sell effectively
Experience in delivering client-focused solutions and in creating long-lasting relationships
Graduate
Proven working experience as an Insurance Agent or relevant experience
Familiarity with all types of insurance plans (automobile, fire, life, property, medical etc)
Demonstrated ability to communicate, present, influence and sell effectively
Experience in delivering client-focused solutions and in creating long-lasting relationships.
📌 Field Sales Relationship Managermumbai 3 Andheri Mumbai
🏢 Kotak Life Insurance
📍 Mumbai
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