Executive - Retail

The candidate will be responsible for connecting with prospects/clients, understanding their insurance requirements, suggesting suitable insurance products, and handling end-to-end policy issuance and servicing.

Key Responsibilities

• Generate leads by calling prospective and existing clients, understand their insurance requirements, and convert enquiries into business opportunities.
• Promote and sell Health, Travel, Home, Life, Motor, and Personal Accident Insurance products by providing product information, preparing quotations, and coordinating policy issuance with insurance companies.
• Follow up with clients for documentation, payments, renewals, endorsements, and policy-related queries to ensure timely closure and excellent customer service.
• Maintain an accurate client database, ensure regular follow-ups, and build strong customer relationships to achieve sales targets.
• Preferred Profile: 0-2 years of experience in Insurance, Tele calling, Sales, or Customer Service with good communication, convincing skills, and knowledge of retail insurance products.