Insurance Sales Officer

2 - 7 years

0 Lacs

Posted:2 days ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Key Responsibilities

  • Generate leads and identify potential clients through networking, cold calling, referrals, and other marketing strategies.
  • Understand client needs by assessing risk profiles and providing appropriate insurance solutions such as life, health, property, automobile, and business insurance.
  • Present, explain, and promote insurance products and policy benefits to clients in a clear and persuasive manner.
  • Negotiate terms and close sales while ensuring compliance with company and legal regulations.
  • Maintain and build long-term client relationships to encourage renewals, upselling, and customer retention.
  • Prepare and maintain accurate sales records and reports, tracking progress against targets.
  • Assist clients with claims processing and queries, ensuring a high level of service quality.
  • Keep updated with industry trends, policy changes, and competitor activities to provide informed advice.

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