22/08 Mahendra singh
HR at Indian Mesh Private Limited

Views:120 Applications:18 Rec. Actions:Recruiter Actions:5

Indian Mesh - Executive - Insurance Vertical (0-2 yrs)

Chandigarh/Zirakhpur Job Code: 87789

Taking on customer service responsibilities too, you'll have a variety of duties aimed at helping clients. 


This includes: Maintaining a customer database.


- Investigating customer's needs and advising appropriate insurance.

Job And Responsibilities :

- An increasing number of insurance sales agents offer their clients comprehensive financial planning services, especially for clients approaching retirement. 


- These services include retirement planning, estate planning, and help in setting up pension plans for businesses.

- An important role within the sector, an insurance executive not only takes care of customers, but also keeps tabs on the company itself and the services they offer.


- Giving presentations to build their client base. Attending networking events. Hitting sales targets.

- Call potential clients to expand their customer base. Interview prospective clients to get data about their financial resources and discuss existing coverage. 


- Analyze clients' current insurance policies and suggest additions or changes.

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