Job id : 163372
Insurance Sales Officer
Insurance Sales Officer
Other
4 hours ago
75 Applied
JOB ID:163372
Job details
Job Type
Work From Home
Part Time
Freelance
Volunteer
Returnee Program
Functional Area
Sales/Business Development/Client Servicing
Industry
Banking/Financial Services/Insurance
Education
Not Specified
Experience Required
2 - 10 Yrs
Salary
1 - 1.5 Lakhs
Key Skills Required
sales process, sales management, email marketing, marketing strategy, direct marketing, online marketing, multi-channel marketing
Other Skills Required
sales
Languages
English,Hindi
Job Description
Job Responsibilities:-1.Client Relationship Management:a) Manage existing client relationships and existing business partner's
b) Regularly communicate with clients and partners to engage them and generate their interest in Life & Health insurance.2.New Client Acquisition:a)Proactively reach out to potential leads through emails/ phone calls and other communication channels.
b)Coordinate with insurance companies relationship manager to generate quotes tailored to clients' requirements.
c)Present and offer the best insurance solutions to potential clients based on their needs.3.Business Partner Engagement:a)Engage with existing business partners to maintain strong relationships and ensure continued collaboration.
b)Identify and onboard new business partners to expand the network and enhance business opportunities.4.Administrative Tasks:a)Maintain accurate records of client interactions, quotes, and transactions over CRM.
b)Assist in administrative tasks related to insurance documentation and pr... See More
b) Regularly communicate with clients and partners to engage them and generate their interest in Life & Health insurance.2.New Client Acquisition:a)Proactively reach out to potential leads through emails/ phone calls and other communication channels.
b)Coordinate with insurance companies relationship manager to generate quotes tailored to clients' requirements.
c)Present and offer the best insurance solutions to potential clients based on their needs.3.Business Partner Engagement:a)Engage with existing business partners to maintain strong relationships and ensure continued collaboration.
b)Identify and onboard new business partners to expand the network and enhance business opportunities.4.Administrative Tasks:a)Maintain accurate records of client interactions, quotes, and transactions over CRM.
b)Assist in administrative tasks related to insurance documentation and pr... See More
Job Responsibilities:-1.Client Relationship Management:a) Manage existing client relationships and existing business partner's
b) Regularly communicate with clients and partners to engage them and generate their interest in Life & Health insurance.2.New Client Acquisition:a)Proactively reach out to potential leads through emails/ phone calls and other communication channels.
b)Coordinate with insurance companies relationship manager to generate quotes tailored to clients' requirements.
c)Present and offer the best insurance solutions to potential clients based on their needs.3.Business Partner Engagement:a)Engage with existing business partners to maintain strong relationships and ensure continued collaboration.
b)Identify and onboard new business partners to expand the network and enhance business opportunities.4.Administrative Tasks:a)Maintain accurate records of client interactions, quotes, and transactions over CRM.
b)Assist in administrative tasks related to insurance documentation and processes as required.Requirements:a)Ability to build and maintain professional relationships over the phone.
b)Should have basic understanding of emails/ wahtsapp/ CRM/google meet etc.
c)Proactive and self-motivated with a strong desire to learn and grow in the insurance industry.
d)Proficiency in Microsoft Office suite and basic knowledge of insurance principles preferred.Benefits:a)Work from home
b)Fixed + variable pay
c)Opportunity to develop skills in client relationship management, sales, and negotiation.
d)Mentorship and guidance from experienced professionals in the insurance sector.
e)Potential for future career advancement within the company based on performance. See Less
b) Regularly communicate with clients and partners to engage them and generate their interest in Life & Health insurance.2.New Client Acquisition:a)Proactively reach out to potential leads through emails/ phone calls and other communication channels.
b)Coordinate with insurance companies relationship manager to generate quotes tailored to clients' requirements.
c)Present and offer the best insurance solutions to potential clients based on their needs.3.Business Partner Engagement:a)Engage with existing business partners to maintain strong relationships and ensure continued collaboration.
b)Identify and onboard new business partners to expand the network and enhance business opportunities.4.Administrative Tasks:a)Maintain accurate records of client interactions, quotes, and transactions over CRM.
b)Assist in administrative tasks related to insurance documentation and processes as required.Requirements:a)Ability to build and maintain professional relationships over the phone.
b)Should have basic understanding of emails/ wahtsapp/ CRM/google meet etc.
c)Proactive and self-motivated with a strong desire to learn and grow in the insurance industry.
d)Proficiency in Microsoft Office suite and basic knowledge of insurance principles preferred.Benefits:a)Work from home
b)Fixed + variable pay
c)Opportunity to develop skills in client relationship management, sales, and negotiation.
d)Mentorship and guidance from experienced professionals in the insurance sector.
e)Potential for future career advancement within the company based on performance. See Less
Additional Information
Flexibility ProvidedAbout Company
www.finclu.in
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