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Sales and Business Development Executive

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Mumbai City Navi Mumbai Mumbai, India beBeeInsurance Full time ₹ 1,04,000 - ₹ 1,30,878

Job Title: Insurance Sales Officer

Key Responsibilities:
  • Sales and Business Development:
  • Drive the sales of insurance products by identifying and engaging potential clients.
  • Meet sales targets by converting leads into actual sales, ensuring a steady flow of new business.
  • Conduct product presentations and explain policy features, benefits, and coverage options to clients.
  • Prospect and build relationships with new customers through networking, referrals, and market research.
  • Upsell and cross-sell additional insurance products to existing customers based on their needs.
Customer Relationship Management:
  • Maintain long-term relationships with clients, providing support and resolving queries as needed.
  • Conduct follow-up calls to ensure customer satisfaction and promote renewals.
  • Ensure that clients receive excellent customer service by assisting them with claims and policy changes.
  • Provide post-sale support, including policy updates and answering customer inquiries about coverage.
Reporting & Documentation:
  • Keep detailed records of sales activities, client interactions, and policy renewals in the CRM system.
  • Submit regular sales reports and updates to the team leader or branch manager.
  • Ensure all documentation and forms are accurately completed and submitted as per the company's compliance guidelines.
Market Research & Networking:
  • Stay updated on the latest trends in the insurance market and competitor offerings.
  • Network and build relationships with potential clients and business partners in the local market.
  • Actively seek out new business opportunities through referrals, digital marketing, and cold calling.