Key Responsibilities : Health Insurance

1- Generate leads and acquire recent customers for individual, family floater, senior citizen, and other applicable health insurance products.

2- Explain health insurance plans, policy features, sum insured, premiums, benefits, exclusions, waiting periods, co-payments, and coverage options to prospective customers.

3- Understand customer healthcare protection needs, family size, budget, and eligibility to recommend suitable insurance solutions.

4- Develop and maintain relationships with individual customers, corporate clients, businesses, and referral partners.

5- Conduct customer meetings, follow-up calls, and field visits to generate business opportunities.

6- Achieve monthly and quarterly health insurance sales and premium targets.

7- Assist customers with proposal forms, documentation, policy issuance, renewals, and related service requests.

8- Coordinate with insurance companies and internal teams for quotations, underwriting requirements, policy processing, and customer support.

Eligibility Criteria

1- Graduate in any discipline; relevant qualifications will be preferred.

2- 2–5 years of experience in sales, preferably in health insurance, life insurance, banking, NBFCs, or financial services.

3- Proven ability to generate leads, acquire customers, and achieve sales targets.





4- Good understanding of health insurance products, policy benefits, and customer requirements.

5- Strong communication, negotiation, presentation, and customer relationship management skills.

6- Basic computer knowledge, including MS Office, email, and CRM tools.

7- Willingness to travel locally and conduct field visits as required.

Required Skills

1- Health insurance product knowledge.

2- Lead generation and customer acquisition.

3- Sales planning and target achievement.

4- Customer needs analysis and policy recommendation.

5- Negotiation, convincing, and sales conversion.

6- Customer relationship management and retention.

7- Follow-up and renewal management.

8- Documentation, problem-solving, and coordination.

Key Performance Indicators (KPIs)

1- Number of health insurance leads generated and customers acquired.

2- Monthly health insurance premium and sales targets achieved.

3- Lead-to-policy conversion rate.

4- Policy issuance and renewal conversion rates.

5- Customer satisfaction and retention.

6- Quality and accuracy of proposal forms and documentation.

7- Timely follow-ups and sales reporting.

8- Compliance with company policies and applicable insurance guidelines.

Pay: ₹20,000.00 - ₹35,000.00 per month

Work Location: In person

📌 Insurance Executive (Lucknow)
🏢 Arth Kavach Global IMF
📍 Lucknow