Digital Sales Executive

Key Activities & Responsibilities:

· Business Development:

• New Business development & coordination for Motor, Medical and Non-Motor lines.
• Secure a new business from key business segments in each vertical that give higher revenue per policy.
• Identify and develop digital partnership opportunities aligning with marketing and business goals
• Assist Cross-selling & marketing of products to increase customer growth and retention.
• Identify and develop direct insurer digital business with key insurance partners

· Operational & Sales Management:

• Quote management and ERP monitoring of the enquiries which are in pipeline.
• Monitor the end-to-end process from quoting to client onboarding.
• Maintain specific conversion rate targets across all classes of products and branches
• Monitor and report on enquiries attended and booked via the ERP system.
• Collaborate with the internal digital project team and digital marketing teams to improve lead volumes and quality level required by each business vertical .

· Marketing & Performance Reporting:

• Collaborate with digital marketing team for maintaining enquiry sourcing from key digital channels like website, social media, chatbots, search engines, emails, etc
• Collaborate with digital marketing team to ensure that the communication is updated on all digital marketing campaigns on a periodic basis
• Track and maintain weekly, monthly & yearly performance reports for each business vertical

· Process Improvement & Planning:

• Collaborate with product team leaders for monthly capacity planning basis enquiries and existing manpower
• Track and maintain performance reports for each team member.
• Collaborate with Digital sales head for campaign planning, manpower planning etc

· Learning & Development:

• Complete all assigned training modules via the organization's Learning Management System (LMS).
• Align with the internal underwriting teams to learn and understand the quoting process.

Qualifications & Experience

• Bachelor’s degree in Commerce, Marketing, Advertising, Communications or related field.
• Minimum 3 years of experience in digital sales, telesales, or insurance sales with a track record of meeting targets.
• Professional insurance qualifications (preferred) or strong domain knowledge in general insurance products and sales .
• Familiarity with Lead Management Systems (LMS), CRM tools, and dialer setups .
• Experience in managing sales KPIs, expense budgets, and forecasts .