Role Description - This is a full-time, in office Insurance Sales Representative role based in Lucknow. The Insurance Sales Representative will engage with corporate clients to understand their insurance needs, present suitable policy options, and support them through the selection and onboarding process. Daily responsibilities include prospecting and qualifying leads, conducting product presentations and consultations, preparing quotations, and coordinating with insurance providers and internal teams. The role also involves maintaining accurate records of client interactions, following up on renewals, resolving queries, and ensuring a high level of customer satisfaction. The Insurance Sales Representative is expected to meet sales targets, adhere to regulatory and company guidelines, and contribute to continuous improvement of sales processes.
Key Responsibilities -
• Handle inbound calls, providing clear and accurate information on insurance policies and
communicating policy changes to prospective and existing clients.
• Identify and pursue opportunities to promote additional products and services, driving sales
growth.
• Prepare and present price quotations to prospective clients, highlighting the value of Policy Ghar's
competitive offerings.
• Investigate client concerns thoroughly, ensure timely resolution, and confirm any necessary policy
adjustments.
• Process account cancellations and communicate claim investigation outcomes to clients promptly
and professionally.
• Build and maintain strong, positive client relationships, ensuring a high standard of satisfaction at
every interaction.
• Maintain accurate and complete records of client transactions, including complaints, enquiries,
and actions taken.
• Engage with clients through email, newsletters, and other correspondence.
• Represent the company with integrity and uphold its reputation through consistently excellent