Insurance Broker

3 weeks ago

Thane, India Gentoro People Consulting Full time

**Job Title: Insurance Broker/Sales Executive / Senior Sales Executive**
**Location: Thane.**
**Experience: 1-2 years (retail, corporate sales, non
- life or an insurance broker)**

**About the Role**:
The Sales Executive/Senior Sales Executive will manage client relationships, handle insurance portal tasks, and coordinate training. They will use CRM software, conduct client visits, and stay updated on industry trends.

**Responsibilities**:

- **Client Coordination**: You will act as the primary point of contact for clients, ensuring clear communication and fostering strong relationships.
- **Insurance Portal Handling**: You will use portals like Applied Epic for quoting, policy issuance, renewals, and providing client support.
- **CRM Software**:You will manage sales activities, track client records, and oversee the sales pipeline using CRM software.
- **Insurance Training Co-Ordinator**: You will explain clients about insurance products and processes to help them understand and utilize the solutions effectively.
- **Client Visits**: You will conduct in-person visits when necessary to present proposals, discuss policies, or address client concerns.
- **Market Research**: You will stay informed on industry trends, competitor activities, and emerging marketing strategies to improve the sales process.
- **Reporting & Feedback**:You will provide regular reports on sales activities, client feedback, and market insights to senior management.
- **Product Knowledge**:You will stay up to date on the company’s insurance products, including any updates or changes.
- **Problem-Solving**:You will promptly address client issues, offering solutions and
- guiding them through insurance-related challenges.

**Qualifications**:

- **Experience**:1-2 years of sales experience, preferably in retail, corporate sales, Non-life Insurance or an insurance broker environment.
- **Education**:Bachelor’s degree in Insurance or a related field.

**Skills**:

- Strong communication skills.
- Proficiency in CRM software for tracking sales and managing client data.
- Knowledge of Digital Marketing and experience with lead generation are a plus.
- Background as an Insurance broker would be an added advantage.

Pay: ₹15,000.00 - ₹30,000.00 per month

Schedule:

- Day shift
- Fixed shift
- Morning shift

Supplemental Pay:

- Performance bonus

**Experience**:

- Insurance sales: 1 year (required)

Work Location: In person

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