Job Summary Generate Insurance business through outbound calling , lead conversion , customer follow-ups , and channel partner development while managing cases through disbursement.
- Source Insurance business and develop DSA/channel partner relationships .
- Coordinate with customers, brokers, and internal teams.
- Manage Insurance cases from login to issuance .
- Maintain MIS, follow up on pending cases, and achieve business targets .
Performance
Criteria - Calling productivity, lead conversion, and issuance.
- Business target achievement and partner acquisition.
- Timely case processing, follow-ups, and MIS reporting.
Required Skills - Robust communication and convincing skills.
- Target-oriented sales approach.
- Effective coordination and follow-up skills.