To generate new business and manage existing client relationships by promoting retail insurance products (Health, Motor, Personal Accident, Travel, etc.) through effective sales and service delivery.
1. Business Development & Sales
2. Generate leads through cold calling, references, walk-ins, and marketing campaigns.
3. Identify customer insurance needs and offer suitable retail insurance products (Health, Motor, etc.).
4. Achieve monthly and quarterly sales targets.
Cross-sell and up-sell insurance products.
5. Provide prompt post-sales service and assistance with policy renewals, endorsements, and claims support.
6. Ensure a high level of customer satisfaction and retention.
7. Coordinate with underwriters and operations teams for policy issuance and servicing.
8. Collect and verify documents required for policy processing.
9. Ensure accurate data entry and timely reporting.
10. Adhere to IRDAI and company compliance guidelines.