Job Overview
Scope of the Role Manage inbound and outbound insurance sales leads, convert prospects into policies, achieve sales targets, and handle policy servicing, customer queries, claims-related issues, and internal coordination while ensuring customer satisfaction.
Job Description 1. Handle inbound sales calls and convert leads into insurance policies. 2. Recommend suitable Life, Health, and General Insurance products and add-ons. 3. Conduct outbound calls for cross-selling and lead generation. 4. Achieve daily sales targets and maintain customer relationships. 5. Coordinate policy issuance, servicing, and claims-related queries. 6. Update CRM records and prepare MIS reports. 7. Support branches, insurers, and internal teams in resolving customer issues within the defined TAT.
Ideal Candidate Candidates with experience in an Insurance Company or TPA, preferably in tele-sales, inbound/outbound sales, or insurance policy servicing. Strong knowledge of Life, Health, and General Insurance products, excellent communication and convincing skills, and the ability to achieve sales targets are essential.