● Handle customer inquiries related to various insurance products and services
● Guide clients in selecting suitable insurance plans as per their requirements
● Explain policy features, coverage, benefits, exclusions, and renewal process clearly ● Generate leads through calls, references, and walk-in clients
● Maintain strong relationships with existing and new customers
● Coordinate with insurance companies for quotations, policy issuance, and claims support
● Follow up with clients for renewals and pending documentation
● Maintain accurate records of customer interactions and policy details
● Achieve monthly sales and business targets assigned by the company
● Provide prompt after-sales support and customer service assistance