HR at Indian Mesh Private Limited
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Indian Mesh - Executive - Insurance Vertical (0-2 yrs)
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.