0 years
0 Lacs
Posted:2 days ago|
Platform:
On-site
Full Time
Job Summary
Responsible for driving motor insurance sales, managing policy issuance & claims service, maintaining customer relationships, achieving targets, and ensuring smooth process flows across underwriting, document handling, and post-sales services.
Key Responsibilities
AreaResponsibilities
• Generate leads via cold calling, referrals, partner channels.
• Promote motor insurance policies/products to customers.
• Identify customer needs (vehicle type, usage, risk factors) and suggest appropriate coverages and add-ons.
• Explain policy terms, features, exclusions and add-ons clearly.
• Maintain updated knowledge of all motor insurance products (TP, OD, comprehensive, etc.).
• Manage & nurture customer relationships; resolve queries and build trust.
• Ensure all required documents are collected and verified.
• Coordinate with underwriting / URD / internal teams for policy issuance.
• Deliver policies to customers / branch executives.
• Support or guide customers through claim process: claim intimation, documentation, surveyor, repair, settlement.
• Liaise with repair shops, surveyors and internal teams to follow up.
• Set and strive to meet daily, weekly, monthly sales/renewal/servicing targets.
• Track progress, prepare MIS reports (leads, conversion, follow-ups, policy renewals, claims resolved).
• Analyze gaps vs target, propose improvement actions.
• Ensure all work is compliant with company policy and regulatory requirements.
• Regular communication with URD / underwriting / claims / operations teams.
• Send processing emails / status updates to relevant teams.
Required Skills & Qualifications
KOGTA FINANCIAL (INDIA) LIMITED
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