Roles and Responsibilities

Target Achievement

• Drive sales and consistently achieve targets by building strong relationships with existing customers.
• Explore cross-selling and reference selling opportunities to maximize business from current clients.
• Ensure timely collection of policy renewals to maintain policy continuity and persistency.

Sales Process Management

• Work diligently on the assigned customer base with complete ownership of the lead management process.
• Provide end-to-end servicing to customers, ensuring a seamless experience throughout the policy lifecycle.
• Generate quality customer references during every interaction to support business growth.