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Insurance Executive

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Onsite

Insurance Executive

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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