Primary Objective: Connect with prospective and existing policyholders via phone to pitch insurance plans (life, health, motor, or general insurance), generate leads, and resolve queries.
Key Responsibilities
Outbound &
Cold Calling:
Dial a high volume of leads daily to pitch insurance products or set up financial/policy review appointments.
Needs Assessment: Understand customer requirements, explain policy terms, coverage limits, advantages, and exclusions clearly.
Lead Conversion &
Sales:
Guide prospects through the application and buying process to meet monthly sales or conversion targets.
Customer Support &
Follow-up:
Handle incoming calls, resolve policy complaints, assist with renewals, and track follow-ups
Data Management: Accurately update customer details, call outcomes,
and lead status into the
Required Qualifications &
Skills
Education: Minimum Higher Secondary (10+2) or Graduation in a relevant stream.
Experience: 1 year of experience in insurance sales, outbound BPO calling, or telesales.
Language Proficiency: Fluency in local languages (such as Bengali / Hindi) alongside English for explicit communication.
Soft Skills:
Robust verbal communication and active listening.
Persuasion, negotiation, and resilience against rejection.
Basic computer and CRM application proficiency.