- Lead Generation: Find current prospects through cold calling, networking, referrals, and local marketing.
- Needs Assessment: Interview clients to evaluate their financial situations, risk profiles, and coverage gaps.
- Policy Recommendation: Explain policy features, limits, and exclusions in simple terms to customize insurance programs.
- Sales Target Achievement: Meet or exceed monthly and annual sales quotas for products like life, health, auto, home, or commercial insurance.
- Client Retention & Renewals: Handle ongoing policy renewals, process updates, and manage customer accounts.
- Claims Support: Assist policyholders during the claims process to build long-term trust and satisfaction.
Preferred candidate profile
- Anyone with Insurance Broking Experience
- General Insurance experience
- Insurance knowledge
📌 Sales Office/ Business Development Manager (Ahmedabad)
🏢 Ratnaafin Insurance Broking
📍 Ahmedabad
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