Job Description

Experience : 3 to 7 years

Location: Mumbai, Pune, Nasik, Ahmedabad, Baroda, Surat, Bengaluru, Delhi, Kolkata, Chennai

Role And Responsibilities ;

- Develop marketing strategies and promote all types of new insurance contracts or suggest additions/changes to existing ones.

- Breed productive relationships to create a pool of prospective clients from various sources by networking, cold calling, using referrals etc.

- Evaluate business or individual customers' needs and financial status and propose protection plans that meet their criteria.

- Work with clients to deliver risk management strategies that fit their risk profiles.

- Report the progress of monthly/quarterly initiatives to stakeholders.

- Maintain bookkeeping systems, database and records.

- Monitor insurance claims to ensure mutual satisfaction.

- Achieve customer acquisition and revenue growth objectives.

- Constantly update job knowledge and learn about new products and services.

- Fulfill all policy requirements.


Requirements and skills :

- Proven working experience as an Insurance Agent or relevant experience.

- Familiarity with all types of insurance plans (automobile, fire, life, property, medical etc).

- Basic computer knowledge and statistical analysis.

- Proven ability to work with goals.

- Demonstrated ability to communicate, present, influence and sell effectively.

- Experience in delivering client-focused solutions and in creating long-lasting relationships.

- Graduate

- Proven working experience as an Insurance Agent or relevant experience.

- Familiarity with all types of insurance plans (automobile, fire, life, property, medical etc).

- Demonstrated ability to communicate, present, influence and sell effectively.

- Experience in delivering client-focused solutions and in creating long-lasting relationships.

- Minimum of 2 years of agency experience is -mandatory-

- Candidates should have had handled a team of agents with good relationships