K
Knowhance Outserve Pvt, Ltd,
Insurance Executive
Skills
CRMCold CallingCustomer Support
17 days ago
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Important information
Contract type:
Permanent, Temporary
Location:
West Bengal, India
Work mode:
Onsite
Published on:
9 October 2026
What they need
- Primary Objective: Connect with prospective and existing policyholders via phone to pitch insurance plans (life, health, motor, or general insurance), generate leads, and resolve queries.
Key Responsibilities
- Outbound & Cold Calling: Dial a high volume of leads daily to pitch insurance products or set up financial/policy review appointments.
- Needs Assessment: Understand customer requirements, explain policy terms, coverage limits, benefits, and exclusions clearly.
- Lead Conversion & Sales: Guide prospects through the application and buying process to meet monthly sales or conversion targets.
- Customer Support & Follow-up: Handle incoming calls, resolve policy complaints, assist with renewals, and track follow-ups
- Data Management: Accurately update customer details, call outcomes, and lead status into the
Required Qualifications & Skills
- Education: Minimum Higher Secondary (10+2) or Graduation in a relevant stream.
- Experience: 1 year of experience in insurance sales, outbound BPO calling, or telesales.
- Language Proficiency: Fluency in local languages (such as Bengali / Hindi) alongside English for clear communication.
- Soft Skills:
- Strong verbal communication and active listening.
- Persuasion, negotiation, and resilience against rejection.
- Basic computer and CRM application proficiency.
Pay: ₹8,000.00 - ₹10,000.00 per month
Work Location: In person
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