Job Title: Insurance Sales Executive/Manager Retail Vertical Location: Mumbai/ Ahmedabad/ Indore/ Raipur/ NCR/ Hyderabad/ Kolkata Roles and Responsibilities: 1. Sales and Business Development Identify potential customers and generate leads for health and motor insurance through direct channels (personal contacts, walk-ins, corporate camps, etc.). Actively pitch insurance products to individuals and retail customers to achieve monthly sales targets. ¢ Organize and participate in sales campaigns, kiosks, and promotional events for customer acquisition. ¢ Maintain a robust sales pipeline and focus on conversion rates. 2. Customer Relationship Management (CRM) ¢ Build and nurture strong relationships with existing and new customers to ensure long-term retention. ¢ Provide guidance to customers in selecting suitable insurance policies tailored to their specific needs. ¢ Educate customers about product features, benefits, exclusions, and terms to build trust and avoid miscommunication. 3. Policy Issuance and Documentation ¢ Facilitate smooth documentation for policy issuance, ensuring accurate and timely submissions. ¢ Assist customers in claim processing, renewals, endorsements, and modifications in policies as required. 4. Market Research and Competitor Analysis ¢ Stay updated with market trends, competitor strategies, and customer preferences in the Nagpur region. ¢ Provide feedback to the management on customer needs and market opportunities to improve product offerings. 5. Cross-Selling and Upselling ¢ Promote cross-selling by introducing health insurance to motor insurance clients and vice versa. ¢ Identify opportunities to upsell higher-value policies or riders for better customer coverage. 6. Compliance and Reporting ¢ Ensure adherence to IRDAI guidelines and company policies for ethical selling. ¢ Maintain daily activity reports, sales records, and customer databases for transparency and operational efficiency. ¢ Handle escalations and grievances with prompt resolution, ensuring customer satisfaction. 7. Training and Development ¢ Stay updated on product knowledge, new launches, and process changes through regular training sessions. ¢ Share insights and learning with peers to contribute to overall team development. Key Skills and Qualifications: ¢ Education: Graduate in any discipline (preferably Commerce/Marketing). ¢ Experience: 1-3 years in insurance sales (direct channel experience preferred). ¢ Skills: Strong communication, negotiation, and interpersonal skills. ¢ Local Knowledge: Familiarity with the Nagpur market and its customer base is an advantage. This structure provides a balance of operational, sales, and customer-focused responsibilities, tailored to the direct retail channel's nature of business.

Job Title: Insurance Sales Executive/Manager-Retail Vertical Location: Mumbai/ Ahmedabad/ Indore/ Raipur/ NCR/ Hyderabad/ Kolkata Roles and Responsibilities: 1. Sales and Business Development Identify potential customers and generate leads for health and motor insurance through direct channels (personal contacts, walk-ins, corporate camps, etc.). Actively pitch insurance products to individuals and retail customers to achieve monthly sales targets. Organize and participate in sales campaigns, kiosks, and promotional events for customer acquisition. Maintain a robust sales pipeline and focus on conversion rates. 2. Customer Relationship Management (CRM) ¢ Build and nurture strong relationships with existing and new customers to ensure long-term retention. ¢ Provide guidance to customers in selecting suitable insurance policies tailored to their specific needs. ¢ Educate customers about product features, benefits, exclusions, and terms to build trust and avoid miscommunication. 3. Policy Issuance and Documentation ¢ Facilitate smooth documentation for policy issuance, ensuring accurate and timely submissions. ¢ Assist customers in claim processing, renewals, endorsements, and modifications in policies as required. 4. Market Research and Competitor Analysis ¢ Stay updated with market trends, competitor strategies, and customer preferences in the Nagpur region. ¢ Provide feedback to the management on customer needs and market opportunities to improve product offerings. 5. Cross-Selling and Upselling ¢ Promote cross-selling by introducing health insurance to motor insurance clients and vice versa. ¢ Identify opportunities to upsell higher-value policies or riders for better customer coverage. 6. Compliance and Reporting ¢ Ensure adherence to IRDAI guidelines and company policies for ethical selling. ¢ Maintain daily activity reports, sales records, and customer databases for transparency and operational efficiency. ¢ Handle escalations and grievances with prompt resolution, ensuring customer satisfaction. 7. Training and Development ¢ Stay updated on product knowledge, new launches, and process changes through regular training sessions. ¢ Share insights and learning with peers to contribute to overall team development. Key Skills and Qualifications: ¢ Education: Graduate in any discipline (preferably Commerce/Marketing). ¢ Experience: 1-3 years in insurance sales (direct channel experience preferred). ¢ Skills: Strong communication, negotiation, and interpersonal skills. ¢ Local Knowledge: Familiarity with the Nagpur market and its customer base is an advantage. This structure provides a balance of operational, sales, and customer-focused responsibilities, tailored to the direct retail channel's nature of business.

Jobs & Responsibilities Tender Identification: Research and identify relevant government and corporate tenders in the insurance domain. Bid Preparation: Prepare and submit tender documents, RFPs, RFQs, and technical proposals in coordination with internal teams and insurance providers. Documentation & Compliance: Ensure all tender requirements, regulatory guidelines (IRDAI), and bid submission deadlines are met. Liaison & Coordination: Work closely with insurance companies, clients, and internal teams for seamless tender execution.Tender Tracking & Reporting: Monitor tender status, follow up on bid outcomes, and refine bidding strategies for higher success rates. Preferred candidate profile 3-7 years of experience in tendering, bid management, or procurement(Insurance industry will be an added advantage.) Strong knowledge of government and corporate tendering platforms Excellent skills in documentation, negotiation, and deadline management. Proficiency in MS Office (Word, Excel, PowerPoint) and tendering software. Strong analytical and problem-solving abilities.

JOB DESCRIPTION Function: Corporate & SME Sales Designation: ManagerReporting to:Head of Business Direct Reporters: Role Description:To oversee the development of new business of Salasar Services (Insurance Broker) Pvt. Ltd. in the Kanpur branch and ensure the creation of a steady pipeline for new businesses in future through relationship building with existing and potential clients to make Salasar the preferred insurance broking house for clients and also take care of the entire operations and administration of the Kanpur branch office. Job Responsibilities:FinancialIncrease reach and market share by adding new clients in the desired segment to the Organizations portfolio Give leads to other regions and verticals to expand footprint across geographiesAchieve financial targets articulated in the strategic plans of the Organization in terms of the brokerage earned through Conversions of new clients Ensuring expansion and cross selling to existing clients Retention of existing clients Support of specialist vertical budgetsEnsure renewal portfolio expansion through Review of the coverages under existing policies and other areas of risk coverage relationship building with the insurance companies and surveyors to ensure optimum claim settlement in minimum timeDuring processing of claim analyses the following and communicate to underwriters:adequacy of coverage w.r.t. location specifications e.g. Earthquake /flood etc. adequacy of sum insuredrisk improvementanomalies in the policyscope of additional policiesother related informationEnsure that risk inspection is conducted by the concerned team to support closure of new businessPrepare and monitor budgets including manpower and automation budgetsControl expenses to operate within departmental budgetsMonitor collection of brokerages booked, reinsurance payment to reinsurer within budgeted timelines and reconciliation of all collections and payments with the corporate Finance departmentKeep track of cash flow and ensure all vendors payments, statutory and fees and payments with respect to the Maharashtra region are made on timeBusiness ProcessEnsure creation of potential databases from insurers and other sourcesEnsure quote management as per laid down standards and timelinesEnsure Updation of KPTS (Key Prospect Tracking System) immediatelyEnsure policy papers are obtained by teams from existing and potential clientsOversee thorough analysis of Policy Portfolio of existing and potential clients with inputs from the underwriting and claims department to verify that the client has adequate coverage and best of rates and prepare offerings to bridge gapsOversee claims team and service claims to enhance brand image by enabling the client to get pending claims towards obtaining new business Conduct periodic meetings to monitor progress of key accounts, strategic initiatives, market trends as well as performance of individuals and teamsEnsure collation of data pertaining to existing clients by underwriting & client servicing team, meeting with client at least one and a half month before renewal to initiate the process of renewal and renewal of existing policies before expiry following all steps of structured process laid down by the company Ensure timely servicing of all clients needs with respect to declaration of all types of policies, certificate verification, endorsement, refunds and other related mattersEnsure immediate entries in the KPTS/ SAIBA in case business does not mature in spite of underwriting support Ensure Compliance with IRDA norms Ensure uploading of IAR (Industrial All-Risk policies) and endorsements, if any, in SAIBA Ensure accuracy of underwriting so that no claim gets jeopardized/repudiated because of underwriting flawsEnsure compliance of all statutory matters with respect to the business and establishment of the North regionEnsure proper settlement of the claim in the shortest possible time to the satisfaction of the clientMonitor resolution of all complex technical issues in claims and timely handling of the same for quick disposal of the claimMonitor Updation of each step in SAIBA by the claims teamCustomer Ensure sending of introductory mails or letters, call for appointment before the initial meeting and send thank you note and brochure to all prospective clients after the sameEnsure collation of client listsVisit key existing clients on a periodical basisEnsure insurance policies are issued and delivered to the client by the underwriting Monitor collection of premium cheque on timeEnsure best possible client service with respect to all new clients by Checking with the underwriting team about the status of the renewal notice and progress of the renewal process Ensuring claims are serviced to enable settlement of claimsEnsure classification of potential customers into A-B-C category and implementation the following action:Catering to all requirements through close liaising with respect to A category and close Liaising with B category to convert the leadsMaintaining the C category in the database and schedule follow-upEnsure submission of MIS (budget track sheet / wins & mandates) to Finance & Accounts departmentTrack activity report (WTD/ MTD) with analysis & comments by the team and keep the management updatedConduct fortnightly meetings along with the claims department to monitor progress of business development and claims and quarterly/ bi-monthly/ monthly visits by client servicing executives and also verify satisfaction of client servicing needsPrepare activity report for marketing and underwriting (MIS to management)Provide Information to the management on large accounts for advice and interface in order to close accountEnsure circulation of newsletters to customers Ensure all internal customers, at the Maharashtra Region office, have safe, clean, conducive working environmentPeople Growth Always keep self-updated with latest variations in product offeringsConduct training sessions for marketing team as well underwriting and claims teams for improving client interactionsSet objectives, review and evaluate performance periodically and give feedback Ensure, Reward & Recognition programs and employee engagement activities are conducted in coordination with the corporate HR department to boost motivation levels of employees Perform all such duties which are required to be performed by this position in an insurance broking house in general course and to perform all such duties and carry out all such responsibilities so delegated or asked to be performed by the Designated Authority from time to time External Interface: Internal interface: Existing clientsProspective clientsInsurance companiesContractorsVendorsEmployees Preferred Competencies of Incumbent a) Functional Competencies Demonstrates domain knowledge in own area of operation Understands product offerings Understands service standards as per Organization ethos Learns continuously and keeps self-updated b ) Leadership Competencies:Relationship Building Networks effectively with both external and internal customers Focuses on building long term sustainable relationships Delivers on commitment every timeCreative & Analytical Problem Solving Understands the strategic objectives of the Organization, unit, function Collates data and analyses them objectively Takes objective decisions based on data to achieve the strategic objective of the Organization Goes the extra mile to achieve creative solutions Customer Focus Designs solutions that meet the requirements of the customer (external/ internal) Demonstrates a sense of urgency to resolve all external and internal customer concerns and responds to queries and requests within defined timelines and processes Educates customers (external/ internal) about changes in processes, policies and offerings Creates long term relationships with customers (external/ internal) through continuous interface Obtains customer (external/ internal) feedback to improve processes Promotes loyalty and converts customers to brand ambassadors Achieves customer delight with respect to both internal and external customers Is sensitive to code of conduct in office and customer establishments Perseverance Makes all possible effort to understand the viewpoints of external and internal customers Takes all possible steps to resolve issues Understands the importance of deadlines, proactively remove roadblocks and deliver as per requirement Tries alternatives to achieve target Does not give up in the face of adversity Explains own point of view assertively to get necessary support and approval Is patient and persistent towards follow up on all leads and prospects generated during the past towards new client acquisitionAchievement Orientation Understands the strategic objectives of the Organization, unit, function Aligns individual and team targets with strategic goals Plans and deploy appropriate resources to meet targets in the short and long term Goes the extra mile to achieve targets as per committed timelines and enable the team to do so Achieves and motivates excellence irrespective of circumstances Shares best practices across businesses Benchmarks with the best and continuously raises the bar Upgrades competencies of self and team to achieve excellence Page 1 of 6