Insurance Sales Executive

Core Responsibilities:

Client Acquisition & Sales:

✅ Generate leads through networking, cold calling, referrals, and marketing.

✅ Meet and exceed monthly/quarterly sales targets for various insurance products (Motor, Life, General).

✅ Present, explain, and sell suitable policies, customizing plans to client needs.

Relationship Management:

✅ Build and maintain strong, lasting relationships with clients and partners.

✅ Act as the main point of contact, addressing inquiries, resolving issues, and ensuring satisfaction.

✅ Handle renewals, policy changes, and provide ongoing support.

Agent Management (if applicable):

✅ Recruit, train, motivate, and manage a team of sub-agents (POSPs, advisors).

✅ Provide joint calls and coaching to help agents develop business.

✅ Monitor agent performance and ensure adherence to policies.

Operations & Compliance:

✅ Process applications, documentation, and maintain accurate records/CRM data.

✅ Assist with claims processing and ensure effective communication with adjusters.

✅ Stay updated on market trends, new products, and regulatory (e.g., IRDAI) compliance.