An insurance telecaller's job description includes making outbound calls to sell insurance policies, explaining policy features, answering questions, and handling customer inquiries to meet sales targets. Key responsibilities also involve following scripts, maintaining customer records in a CRM, generating new leads, and scheduling appointments for sales agents. The role requires strong communication, persuasion, and organizational skills.

Key responsibilities

· Sales and lead generation: Make outbound calls to potential and existing customers to introduce, explain, and sell insurance products (life, health, auto, etc.).

· Information provider: Clearly explain insurance plan benefits, coverage, costs, and policy terms to customers.

· Customer interaction: Handle inbound and outbound calls, answer customer questions, resolve inquiries, and build rapport with clients.

· Appointment setting: Schedule follow-up meetings or consultations for insurance agents with interested clients.

· Data management: Update and maintain customer records,



sales leads, and other data accurately in a CRM system.

· Sales target achievement: Work to meet and exceed daily, weekly, or monthly sales goals.

Required skills and qualifications

· Communication skills: Excellent verbal communication, active listening, and persuasive speaking abilities are essential.

· Sales aptitude: Ability to effectively convince and handle objections from potential customers.

· Product knowledge: Must be able to quickly learn and understand various insurance products and their features.

· Organizational skills: Solid time management and organizational skills to manage high call volumes and meet deadlines.

· Technical proficiency: Basic computer skills for data entry and familiarity with CRM software are usually required.

Job Type: Full-time

Pay: ₹200,000.00 - ₹500,000.00 per year

Work Location: In person

📌 Digital / Tele Sales (Mumbai)
🏢 First advisor insurance brokers
📍 Mumbai