Customer advisory: Advise customers, understand the need, explain the trade offs, recommend what's right, and once we find the plan fitment, take them through purchase. ● Insurer liaison: Own pre-sale coordination (eligibility, underwriting, special cases like PED handling) and post-sale coordination (issuance, endorsements, escalations) with the insurer panel. Flag turnaround or process issues on the insurer's side and work with them to fix bottlenecks ● Conversion: Own funnel metrics end to end, from lead to consultation to quote to policy. Diagnose drop-offs, design fixes, set benchmarks, and report on them on a regular cadence. Work with sales and business leadership to turn funnel insights into actual process changes
📌 Insurance Sales Executive (Mumbai)
🏢 Xpheno
📍 Mumbai