Insurance Executive

1 week ago


Anand GJ IN JK Securities Pvt. Ltd. Full time

Key responsibilities Client needs assessment Interview clients to understand their financial situations insurance needs and long-term goals Product sales Recommend and sell insurance products life health disability and risk management strategies to both new and existing clients Policy and application management Process insurance applications coordinate with underwriters and ensure policies are issued and or renewed accurately and promptly Client service Provide ongoing support assist with claims process policy changes and build strong long-term client relationships Sales and business development Generate leads develop client relationships and meet sales targets to contribute to the company s growth Market knowledge Stay updated on industry trends new products and regulatory changes to provide informed advice Record keeping Maintain accurate and confidential client records application details and other administrative tasks using the company s CRM and other systems Collaboration and integration Cross-selling Work within a stockbroking firm to identify opportunities to offer insurance products to clients who are already using brokerage services Teamwork Collaborate with internal teams to ensure a seamless and coordinated client experience offering holistic financial planning advice Reporting Prepare reports on client progress sales performance and other relevant metrics for management and internal stakeholders Job Type Full-time Pay 9 527 31 - 28 496 03 per month Benefits Paid sick time Paid time off Provident Fund Experience Insurance sales 2 years Required Location Anand Gujarat Required Work Location In person



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