Generate leads through calls, references, and other channels.
Contact potential customers and explain suitable insurance plans.
Understand customer requirements and recommend appropriate policies.
Follow up with leads and convert them into customers.
Achieve daily, weekly, and monthly sales targets.
Maintain good relationships with existing customers.
Assist customers with policy-related queries and documentation.
Maintain accurate records of leads, calls, and sales.
Coordinate with the operations/insurance team for policy issuance and renewals.