Generate leads through calls, referrals, and other sources.
Contact prospective customers and understand their insurance needs.
Explain health insurance plans, coverage, benefits, and exclusions.
Recommend suitable policies based on customer requirements.
Achieve monthly and quarterly sales targets.
Follow up with interested customers and convert leads into sales.
Handle customer queries and objections professionally.
Assist customers with documentation and policy issuance.
Maintain accurate records in CRM or sales management systems.
Build and maintain long-term customer relationships.
Coordinate with underwriting and operations teams for policy processing.
Cross-sell and upsell insurance products when appropriate.
Ensure compliance with company policies and insurance regulations.
Stay updated on product features, market trends, and competitors.
Provide post-sales support and assist with policy renewals.