Insurance Executive

4 days ago

Pune Maharashtra, India crutz leela Full time

1. **Client Management**
- **Client Acquisition**: Identifying and acquiring new clients through various channels such as cold calling, networking, and referrals.
- **Client Retention**: Maintaining relationships with existing clients, addressing their needs, and ensuring high levels of customer satisfaction.
- **Policy Explanation**: Explaining different insurance policies, coverage details, and benefits to clients to help them make informed decisions.

2. **Sales and Marketing**
- **Sales Targets**: Meeting or exceeding sales targets and objectives set by the organization.
- **Marketing Campaigns**: Participating in and organizing marketing campaigns and promotional activities to attract potential clients.
- **Product Promotion**: Promoting various insurance products, such as life, health, auto, and property insurance.

3. **Policy Management**
- **Policy Issuance**: Overseeing the issuance of insurance policies, ensuring accuracy and compliance with company guidelines and regulatory requirements.
- **Policy Renewals**: Managing the renewal process of existing policies, including sending reminders to clients and updating policy details.
- **Claims Processing**: Assisting clients in the claims process, including documentation, submission, and follow-up to ensure timely settlement.

4. **Risk Assessment and Underwriting**
- **Risk Evaluation**: Assessing the risk associated with potential clients and determining appropriate coverage and premiums.
- **Underwriting**: Collaborating with underwriters to finalize insurance terms and conditions.

5. **Compliance and Documentation**
- **Regulatory Compliance**: Ensuring all activities comply with relevant insurance laws and regulations.
- **Documentation**: Maintaining accurate and up-to-date records of client interactions, policy details, and transactions.

6. **Customer Service**
- **Support and Guidance**: Providing ongoing support and guidance to clients regarding their insurance policies and any issues that arise.
- **Feedback Handling**: Addressing client complaints and feedback to improve service quality and client satisfaction.

7. **Team Collaboration**
- **Coordination**: Working closely with other team members, including sales agents, underwriters, and customer service representatives, to ensure a cohesive approach to client management and policy administration.
- **Training**: Providing training and support to junior staff and new hires.

8. **Financial Management**
- **Premium Collection**: Overseeing the collection of insurance premiums from clients.
- **Financial Reporting**: Preparing reports on sales, renewals, and financial performance for management review.

9. **Strategic Planning**
- **Market Analysis**: Analyzing market trends and competitor activities to develop effective sales strategies.
- **Business Development**: Identifying opportunities for business growth and developing plans to expand the client base.

10. **Technology Utilization**
- **Software Use**: Utilizing insurance software and CRM systems to manage client information, policy details, and sales activities.
- **Data Analysis**: Analyzing data to identify trends and improve decision-making processes.

Key Skills and Qualifications
- **Communication Skills**: Strong verbal and written communication skills to effectively interact with clients and team members.
- **Sales Ability**: Proven sales experience and the ability to meet targets.
- **Analytical Skills**: Ability to analyze data and assess risk.
- **Attention to Detail**: Ensuring accuracy in policy details and documentation.
- **Customer Service Orientation**: A strong focus on providing excellent customer service.
- **Regulatory Knowledge**: Understanding of relevant insurance laws and regulations

**Job Types**: Full-time, Permanent

Pay: ₹350,000.00 - ₹400,000.00 per year

**Benefits**:

- Provident Fund

Schedule:

- Day shift

Supplemental pay types:

- Performance bonus
- Yearly bonus

**Experience**:

- Insurance sales: 4 years (preferred)

Work Location: In person

**Speak with the employer**
+91 7378473775

  • Insurance Sales Executive

    2 months ago

    Pune, Maharashtra, India Bajaj Allianz Life Insurance Full time

    Part time business opportunity..... Designation: 1) Insurance Sales Executive. (Must have sales Skills.) 2) Sr. Insurance Sales Business Development Manager. (Must have Recruitment Business development skills) Highest Incentives with Fixed Salary. Work from Home Job with flexible time. Age - 24yrs-75yrs. Education - 12th pass/Graduate/Masters. **Job...

  • Insurance Sales Executive

    3 days ago

    Pune, Maharashtra, India Bajaj Allianz Life Insurance Full time

    Part time business opportunity..... Designation: 1) Insurance Sales Executive. (Must have sales Skills.) 2) Sr. Insurance Sales Business Development Manager. (Must have Recruitment Business development skills) Highest Incentives with Fixed Salary. Work from Home Job with flexible time. Age - 24yrs-75yrs. Education - 12th pass/Graduate/Masters. **Job...

  • Insurance Executive

    3 weeks ago

    Goregaon, Mumbai, Maharashtra, India MIALTUS INSURANCE BROKING Full time

    **Job Location: Goregaon** **Job brief: Insurance Executive** **Key Responsibilities**: - Good Communication Skills Support to insurance agents & services. **Remuneration**: Attractive Salary + Attractive Incentive **Qualification** : Minimum 12th Pass

  • Insurance Executive

    2 weeks ago

    Mumbai, Maharashtra, India Kataria Jewellery Insurance Consultancy Full time

    **INSURANCE BROKING COMPANY based out of Mumbai is looking for a Back office Executive to wok on Motor Insurance quotations.** **Location : Marine Lines** **Salary**: ₹18,000.00 - ₹23,000.00 per month Schedule: - Day shift **Education**: - Bachelor's (preferred) Work Location: In person **Speak with the employer** +91 9867787588

  • Insurance Executive

    1 week ago

    Goregaon, Mumbai, Maharashtra, India MIALTUS INSURANCE BROKING Full time

    Job Location: GoregaonJob brief: Insurance ExecutiveKey Responsibilities: Good Communication Skills Support to insurance agents & services.Remuneration: Attractive Salary + Attractive IncentiveQualification : Minimum 12th Pass

  • Insurance Executive

    2 months ago

    Mumbai, Maharashtra, India Kataria Jewellery Insurance Consultancy Full time

    **Insurance broking Company at Mumbai (Marine Lines) is looking for an Executive to work on quotations (Health and Motor)** **Record Management**: Maintain softcopies of all the quotations issued to clients, policy back papers, claims documents etc. and maintain files with hardcopies if required. Maintaining excel MIS in reporting format for month wise...

  • Insurance Executive

    24 hours ago

    Mumbai, Maharashtra, India Kataria Jewellery Insurance Consultancy Full time

    **Insurance broking Company at Mumbai (Marine Lines) is looking for an Executive to work on quotations (Health and Motor)** **Record Management**: Maintain softcopies of all the quotations issued to clients, policy back papers, claims documents etc. and maintain files with hardcopies if required. Maintaining excel MIS in reporting format for month wise...

  • Insurance Executive

    2 months ago

    Mumbai, Maharashtra, India Kataria Jewellery Insurance Consultancy Full time

    **Insurance broking Company at Mumbai (Marine Lines) is looking for an Executive to work on quotations (Health and Motor)** **Record Management**: Maintain softcopies of all the quotations issued to clients, policy back papers, claims documents etc. and maintain files with hardcopies if required. Maintaining excel MIS in reporting format for month wise...

  • Insurance Executive

    3 days ago

    Mumbai, Maharashtra, India Kataria Jewellery Insurance Consultancy Full time

    **Insurance broking Company at Mumbai (Marine Lines) is looking for an Executive to work on quotations (Health and Motor)** **Record Management**: Maintain softcopies of all the quotations issued to clients, policy back papers, claims documents etc. and maintain files with hardcopies if required. Maintaining excel MIS in reporting format for month wise...

  • Insurance Executive

    1 week ago

    Malad, Mumbai, Maharashtra, India Religare Health Insurance Full time

    POLICYBAZAAR.COM health insurance MOTOR INSURNCE **Salary**: ₹18,000.00 - ₹24,000.00 per month Schedule: - Day shift **Experience**: - 6 MONTHS: 1 year (required) Ability to Commute: - Malad, Mumbai, Maharashtra (required) Ability to Relocate: - Malad, Mumbai, Maharashtra: Relocate before starting work (required) Work Location: In...

  • Insurance Sales Executive

    4 weeks ago

    Chandivali, Mumbai, Maharashtra, India Coverfox Insurance Broking Full time

    The role is to initiate, enable and conclude health insurance sales for customers as a telecaller through the call/contact centre setup. The incumbent will report to the Team Leader for the vertical. We are seeking a dedicated and motivated Tele caller to join our team, responsible for driving insurance sales, specifically in the areas of motor and health...

  • Insurance Sales Executive

    3 days ago

    Chandivali, Mumbai, Maharashtra, India Coverfox Insurance Broking Full time

    The role is to initiate, enable and conclude health insurance sales for customers as a telecaller through the call/contact centre setup. The incumbent will report to the Team Leader for the vertical. We are seeking a dedicated and motivated Tele caller to join our team, responsible for driving insurance sales, specifically in the areas of motor and health...

  • Insurance Sales Executive

    2 months ago

    Andheri West, Mumbai, Maharashtra, India Investacc Insurance Brokers Pvt. Ltd. Full time

    Designation : Sr Corporate Sales Executive Job Opportunity: - Develop a comprehensive sales strategy, establish & achieve measurable targets. - Identify marketing opportunities and generate sales leads through research. - Assess potential client needs, proposing customized solutions. - Demonstrate strong communication and negotiation skills. - Proficiency...

  • Insurance Sales Executive

    3 weeks ago

    Lokhandwala, Mumbai, Maharashtra, India Investacc Insurance Brokers Pvt. Ltd. Full time

    **Job description** Designation : Sr Corporate Sales Executive Job Opportunity: - Develop a comprehensive sales strategy, establish & achieve measurable targets. - Identify marketing opportunities and generate sales leads through research. - Assess potential client needs, proposing customized solutions. - Demonstrate strong communication and negotiation...

  • Insurance Executive

    3 weeks ago

    Andheri West, Mumbai, Maharashtra, India Investacc Insurance Brokers Pvt. Ltd. Full time

    **Job description** 1. Prepare quotations for multiple Insurance products. 2. Get quotations from multiple insurance companies 3. Compare between multiple quotations from multiple Insurance companies 4. Should have good communication skills both verbal and written 5. Good command of MS - OFFICE (Specifically advanced Excel). Working knowledge of VLookup...

  • Executive - Insurance

    2 months ago

    Pune, Maharashtra, India Capita Full time

    Undertakes a wide range of technical administrative tasks in an effective, efficient and professional manner. **Job title**: Executive - Insurance Process requests of Policyholders and Financial Advisors as prescribed in the Business Process Manuals and within agreed timelines; Deliver timely and efficient support according to customer requirements and SLA...

  • Insurance Executive

    2 weeks ago

    Aarey, Mumbai, Maharashtra, India First Advisor Insurance Brokers Private Limited Full time

    1) Identify and qualify potential leads through various channels (Digital marketing, referrals, Company & field visits) 2) Develop various sources of onboarding agents (Point of Sale Personals) 3) Building trust with potential clients, understanding their specific concerns and catering to them with the best products available. 4) Explain insurance...

  • Insurance Executive

    3 weeks ago

    Swargate, Pune, Maharashtra, India Seri Prints Full time

    **Insurance Executive** **Job location: Shankarshet road, Swargate pune.** **Experience: 1 to 2 years** **insurance renewal experience.** **Job Types**: Full-time, Permanent Pay: ₹16,000.00 - ₹19,000.00 per month **Benefits**: - Cell phone reimbursement - Health insurance - Provident Fund Schedule: - Day shift Supplemental pay types: - Yearly...

  • Insurance Executive

    1 week ago

    Aarey, Mumbai, Maharashtra, India First Advisor Insurance Brokers Private Limited Full time

    1) Identify and qualify potential leads through various channels (Digital marketing, referrals, Company & field visits)2) Develop various sources of onboarding agents (Point of Sale Personals)3) Building trust with potential clients, understanding their specific concerns and catering to them with the best products available.4) Explain insurance policies and...

  • Insurance Executive

    2 months ago

    Baner, Pune, Maharashtra, India B.U. Bhandari Motors Pvt. Ltd Full time

    Job Designation : Insurance Executive Experience : 2- 3 years Skills Required : Excellent communication, computer knowledge Job Role: 1. Customer calling 2. Car Insurance renewal 3. Quatation prepration 4. Lead generation & conversion 5. Data updation / daily report generation Contact person Name : Prachi Tiverekar - HR Pay: ₹15,000.00 -...