Insurance Executive

2 - 6 years

0 Lacs

Posted:1 day ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

As an Insurance Executive, your role involves identifying, developing, and maintaining relationships with clients to promote insurance products. You will be responsible for understanding customer needs and providing suitable insurance solutions such as Life, Health, General, or Corporate Insurance. Generating leads through networking, cold calling, and referrals will be a key part of your job. Additionally, you will need to explain policy details, terms, and conditions clearly to clients and assist them in the claim settlement process. Achieving sales targets and business development goals while maintaining proper records of sales, client interactions, and follow-ups are crucial. It is essential to stay updated with industry trends, new products, and compliance requirements. Key Responsibilities: - Identify, develop, and maintain relationships with clients to promote insurance products - Understand customer needs and provide suitable insurance solutions - Generate leads through networking, cold calling, and referrals - Explain policy details, terms, and conditions clearly to clients - Assist clients in the claim settlement process - Achieve sales targets and business development goals - Maintain proper records of sales, client interactions, and follow-ups - Stay updated with industry trends, new products, and compliance requirements Qualifications Required: - Bachelors degree in Business/Finance/Commerce or equivalent (preferred) - Proven experience in insurance sales/financial services (added advantage) - Strong communication, negotiation, and interpersonal skills - Ability to explain complex information clearly to clients - Goal-oriented, self-motivated, and able to work independently - Proficiency in MS Office and CRM tools,

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