1. Job Summary

We are looking for an experienced and result-oriented Senior Insurance Sales Executive with 4–5 years of experience in vehicle, life, and health insurance sales. The candidate will be responsible for generating business, acquiring new customers, managing existing client relationships, achieving sales targets, and developing opportunities across multiple insurance segments.

The ideal candidate should have strong sales and negotiation skills, in-depth insurance product knowledge, and the ability to drive revenue growth while ensuring customer satisfaction and compliance with applicable insurance regulations.

2. Roles & Responsibilities

A. Insurance Sales & Business Development

- Generate new business opportunities through cold calling, references, customer databases, networking, and other approved sales channels.
- Sell and promote vehicle insurance, life insurance, and health insurance products based on customer requirements.
- Identify customer needs and recommend suitable insurance plans, coverage options, and policy features.
- Achieve monthly sales targets and contribute to the overall revenue growth of the Insurance Department.
- Develop strategies to improve lead conversion rates and expand the customer base.

B. Vehicle Insurance

- Handle sales of motor insurance products, including private car and two-wheeler insurance, as well as commercial vehicle insurance where applicable.
- Explain comprehensive coverage, third-party insurance, renewals, add-ons, and other relevant policy features.
- Generate new vehicle insurance business and manage policy renewal opportunities.
- Coordinate with insurers and relevant teams for quotations, documentation, policy issuance, and customer queries.

C.



Life Insurance

- Promote suitable life insurance products, including term insurance and other life insurance plans offered through authorized channels.
- Understand customer financial protection needs and explain policy benefits, premiums, exclusions, and terms accurately.
- Build long-term customer relationships to generate repeat business and referrals.
- Follow ethical sales practices and ensure customers receive clear and accurate product information.

D. Health Insurance

- Sell individual, family floater, and group health insurance products, wherever available.
- Explain coverage limits, waiting periods, exclusions, pre-existing disease conditions, and claim-related procedures accurately.
- Assess customer requirements and recommend suitable health insurance options.
- Follow up with customers regarding renewals, policy servicing, and general insurance-related queries.

E. Customer Relationship Management

- Maintain strong relationships with existing customers to encourage renewals, referrals, and repeat business.
- Follow up consistently with prospective customers and maintain a healthy sales pipeline.Address customer queries professionally and coordinate with insurers for policy servicing and claim-related assistance.
- Maintain accurate customer records, sales reports,



and follow-up details in the company's CRM or reporting system.

F. Team Coordination & Reporting

- Prepare and submit daily, weekly, and monthly sales performance reports to the reporting manager.
- Monitor lead conversion, policy issuance, premium generation, and renewal performance.
- Coordinate with insurance companies, channel partners, and internal departments to ensure smooth sales operations.
- Share market feedback and competitor insights to help improve sales strategies.

3. Required Qualifications & Skills

- Minimum 4–5 years of experience in insurance sales, preferably covering vehicle, life, and health insurance.
- Graduate in any discipline preferred.
- Solid knowledge of insurance products, policy structures, premiums, renewals, and customer requirements.
- Proven track record of achieving sales targets and generating business.
- Excellent communication, negotiation, presentation, and customer-handling skills.
- Ability to generate leads independently and convert prospects into customers.
- Proficiency in MS Excel, CRM software, and sales reporting.
- Strong networking, relationship management, and follow-up skills.
- Relevant insurance training, certifications, or authorizations as applicable to the role.

4. Key Performance Indicators (KPIs)

- Achievement of monthly sales and premium targets.
- Number of new customers acquired.
- Lead conversion ratio.
- Vehicle, life, and health insurance policy sales.
- Policy renewal and customer retention rates.
- Revenue generation and incentive contribution.
- Customer satisfaction and quality of sales documentation.

Pay: ₹14,000.00 - ₹25,000.00 per month

Work Location: In person

📌 Business Development Manager (BDM) (Ahmedabad)
🏢 Grow more Busines Solution Pvt.Ltd
📍 Ahmedabad