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Insurance Executive

2 - 4 years

3 - 4 Lacs

Posted:1 day ago| Platform: Naukri logo

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Job Type

Full Time

Job Description

An Insurance Executive is responsible for managing client portfolios, promoting insurance products, and ensuring exceptional service delivery. This role blends sales, strategy, and customer relationship management to drive business growth and client satisfaction.

Key Responsibilities

  • Client Management

    • Build and maintain strong relationships with clients
    • Understand client needs and recommend suitable insurance solutions
    • Handle policy renewals, claims, and inquiries
  • Sales & Business Development

    • Identify new business opportunities and generate leads
    • Present and promote insurance products to prospective clients
    • Meet or exceed sales targets and KPIs
  • Compliance & Documentation

    • Ensure adherence to industry regulations and company policies
    • Prepare accurate insurance proposals and contracts
    • Maintain up-to-date client records and documentation
  • Market Intelligence

    • Stay informed about industry trends and competitor offerings
    • Provide feedback to product teams for service improvement

Qualifications

  • Bachelor s degree in Business, Finance, or related field
  • Prior experience in insurance sales or customer service preferred
  • Certification or licensing as required by local regulations

Skills Required

Skill Area Description Sales & Negotiation Persuasive communication and deal closing Customer Service Resolving queries and building client loyalty Insurance Knowledge Understanding of products, underwriting, claims Regulatory Compliance Familiarity with legal and ethical standards CRM & Reporting Using tools to manage clients and track metrics

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