Insurance Product Expertise Demonstrate strong understanding and hands-on experience in both Life and Non-Life insurance products, including Health, Motor, and Personal Accident (PA) insurance, ideally gained through roles in Insurance Broking, Banca Insurance, or with an Insurance Company.
Client Relationship Management Build and maintain long-term relationships with clients by offering professional guidance, understanding their insurance needs, and providing appropriate product solutions that align with their financial goals.
Sales & Business Development Proactively drive business development through lead generation, upselling, and cross-selling of insurance products. Meet or exceed monthly and quarterly sales targets and contribute to the overall revenue growth.
Regulatory Compliance & Certification Preferably, the candidate should have already cleared the IRDAI Insurance Broking Certification. If not, passing the certification exam immediately after joining is mandatory and should be treated as a top priority.
Product Advisory & Customization Provide accurate and customized insurance advice to clients, demonstrating deep knowledge of product features, terms, benefits, and exclusions. Help clients compare options and choose the most suitable plans.
Documentation & Process Management Manage complete policy documentation, customer onboarding, policy issuance, renewals, and claims support, ensuring error-free execution and adherence to regulatory guidelines.
Cross-Functional Coordination Collaborate with underwriters, insurers, and internal teams to ensure smooth policy issuance, resolve queries, and facilitate timely service delivery for clients.
Market & Competitor Awareness Stay up to date with industry trends, competitor offerings, and regulatory changes to provide informed advice and maintain a competitive edge in the insurance market.

Skills: regulatory compliance,market awareness,health insurance,client relationship management,documentation management,bancassurance,cross-functional coordination,business development,insurance sales,insurance product expertise,product advisory,life insurance,sales & business development,process management,insurance brokerage,insurance

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