- Make outbound calls to prospective customers and existing clients to introduce health insurance, term insurance, life insurance, and other insurance products offered by authorised insurance partners.
- Generate qualified leads and identify potential customers interested in purchasing insurance policies.
- Explain insurance product features, advantages, premium details, eligibility criteria, exclusions, and policy terms using approved product information.
- Understand customers’ insurance requirements and arrange follow-up calls or appointments with the authorised sales advisor.
- Follow up with interested customers to support lead conversion and policy sales.
- Maintain customer databases, call records, lead status, and follow-up schedules in the company’s CRM or Excel sheets.
- Handle customer queries professionally and provide accurate information without making misleading promises.
- Coordinate with the sales team for quotations, documentation, application status, and policy issuance.
- Contact existing customers for policy renewal reminders and other approved service-related communications.
- Achieve assigned daily calling, lead-generation, follow-up, and appointment-booking goals.
- Submit daily performance reports to the reporting manager.
- Maintain customer confidentiality and comply with applicable insurance regulations, telemarketing rules, and company policies.