Key Responsibilities

• Client Acquisition & Relationship Management
• Identify and acquire new customers through field visits, referrals, and company-generated leads.
• Build and maintain robust relationships with existing clients to ensure long-term engagement.
• Conduct regular follow-ups with customers for new business opportunities.
• Sales & Business Development
• Understand customer requirements and recommend appropriate life, health, or general insurance products.
• Achieve monthly/quarterly sales targets for recent policies and renewals.
• Present product features, advantages, and comparisons to customers clearly and professionally.
• Upsell and cross-sell relevant insurance solutions.
• Customer Service & Retention
• Assist customers with queries related to policy issuance, premium payments, claims, and renewals.
• Ensure timely renewal reminders and reduce policy lapse rates.
• Coordinate with internal teams to resolve customer issues promptly.




• Documentation & Compliance
• Ensure accurate completion of proposal forms, KYC documents, and compliance requirements.
• Maintain updated records of customer interactions and sales activities.
• Adhere to regulatory guidelines prescribed by IRDAI and company policies.
• Market Intelligence
• Stay updated on competitor offerings, industry trends, and product updates.
• Provide feedback to management regarding customer needs and market opportunities.

Key Skills & Competencies

• Solid communication and interpersonal skills
• Customer-centric approach
• Sales and negotiation abilities
• Basic understanding of insurance products (life, health, general)
• Ability to meet targets and work under pressure
• Problem-solving and relationship-building skills
• Knowledge of documentation & compliance requirements

📌 Relationship Officer Ponnampet (India)
🏢 SkillLabs
📍 India