Ideal Insurance Brokers

• Sell health insurance to individuals and businesses • Explain insurance policies and products to clients • Help clients choose the best coverage • Recommend changes to existing policies • Process policy renewals

This is a full-time role for a Sales Manager who will be responsible for achieving sales targets, maintaining customer relationships and identifying new business opportunities. Responsible for providing customer service, product knowledge to clients. Required Candidate profile 1.Promote and sell life insurance policies to prospective clients through direct channels (Individual Contributor Role) 2.Understand client needs, recommend suitable insurance products

1.Managing and growing sales team, setting sales goals and ensuring that the team meets or exceeds those goals. 2.Focus on building strong client relationships, understanding client needs and recommending appropriate insurance solutions. Required Candidate profile 1. LI Product knowledge 2.Client Relationship Management 3.Sales Strategies 4.Team Leadership

Job Title: Telemarketing Sales Executive Make outbound calls to potential customers to promote products/services. Explain product features, benefits, and pricing to generate customer interest. Persuade and convert leads into sales by effectively handling objections and queries. Achieve monthly sales targets and contribute to team goals. Follow up with interested customers and build strong customer relationships. Maintain accurate records of customer interactions and sales in the CRM system. Provide feedback on customer responses and market trends to the sales team. Location: Cox Town Employment Type: Full-Time ( 10.00 am to 6.30 pm ) Reports To: Sales Executive

• Creating rapport by networking, cold calling, referrals etc. • Focusing on client acquisition and client retention. • Candidates need to visit client places. • Responsible for Strategic Tie up, Relationship Development & Business Expansion. Required Candidate profile Good knowledge in General Insurance - Fire Insurance, Marine Insurance, Property Insurance, GMC, GPA

1. Make calls to potential clients to introduce insurance products and try to convert them into customers. 2. Handle calls from existing customers 3. Addressing queries, resolving issues, ensuring customer satisfaction. Required Candidate profile 1. Good English communication skills 2. Active listening 3. Sales Skills

1.Oversee claims process - commercial insurance products (Fire, Marine, Property) 2.Interpret insurance policy language to determine coverage 3.Conduct investigations to establish facts and assess damages. 4.Identify potential fraudulent claims. Required Candidate profile Handles the process of managing commercial insurance claims, from initial notification to settlement.

• outbound and inbound calls to provide proactive support to existing customers and resolve their queries efficiently. • Handle customer issues through calls and emails • Maintain accurate records of customer interactions in the CRM system. Required Candidate profile • Good English communication skills (spoken and written). • Prior knowledge of Insurance and Finance products will be an added advantage. Perks and benefits 1. All sundays off 2. 2 saturdays off

• Sell health insurance to individuals and businesses • Explain insurance policies and products to clients • Personal Leads, Lead generation • Recommend changes to existing policies • Process policy renewals

1. Sales Support - Renewals, Cross Selling, Operational work, Client visit 2.Corporate Sales - Renewals & New Business target, Prepare RFQ, Client Visit 3.Retail Health Sales -New Business & Renewals target, Client visiit Experience - 1-5 years Perks and benefits PF, ESIC/GMC, GPA, GTLI, Gratuity,

1.Manage renewal retention by maintaining strong relationships with existing clients. 2.Identify new business opportunities to expand the client base. 3.Conduct regular client visits to strengthen engagement and understand requirements.

1.Coordinate on policy renewals to ensure timely closure and retention of clients. 2.Prepare RFQ documents in coordination with insurers. 3.Cross sell & Upsell 4.Client Visit 5.Maintain and update sales trackers, proposals, and reports.

1.Promote and sell life insurance policies to prospective clients through direct channels 2.Understand client needs, recommend suitable insurance products 3.New business acquisition 4.Generate new leads 5.Daily 3-4 client visits Required Candidate profile Life Insurance Sales - Individual contribution role

1. New business generation in Health Insurance through direct client engagements and referrals. 2. Minimum three client meetings per day (in-person) to identify health insurance requirements. 3. Collect existing policy copies (Health, Life, Motor) Required Candidate profile • Prior experience with an Insurance Broking Firm or an Insurance Company is mandatory (candidates with primarily experience in working TPAs are not encouraged to apply for this role).

1. New business generation in Life Insurance through both existing, new client connects. 2. 3 client meetings per day (in-person) to understand client requirements. 3. Personal/professional network at least 100 client connects to create new business Required Candidate profile • Prior experience with Insurance Broking Firm or Insurance Company • Personal/professional network with at least 100 client connects. • Strong track record of achieving sales targets.

1. Manage Renewal Retention for existing clients 2. Conduct regular client visits, BNI meetings 3. Preparing Request For Quotations (RFQ) 4. Coordinate for timely client service Required Candidate profile 1. Strong English Communication 2. Basic knowledge in insurance products 3. Comfortable for client visits and BNI meetings

• Calendar management - manage CEO's calendar • Communications management - answering phone calls, drafting, responding on behalf of the CEO • Strong time management skills to anticipate the CEO's needs Required Candidate profile • Microsoft Office - Good knowledge of advanced-level Microsoft Office to assist the executive with day-to-day tasks. Creating formats for emails, presentations, and reports

We are looking for HR Recruiter on 6 month contractual basis. candidate will be responsible for sourcing, screening coordinating interviews across various roles, should have experience in BFSI recruitment. Required Candidate profile 1. Experience in BFSI recruitment 2.Good sourcing skill