Insurance Relationship Specialist

2 days ago

Alwar, Rajasthan, India beBeeInsurancerelations Full time ₹ 60,00,000 - ₹ 1,20,00,000
Presales Executive Position

The ideal candidate will possess 0-2 years of experience in Pre-Sales/Sales Support, with a graduate degree in any discipline.

Main Responsibilities:
  • Pipeline Management:
  • Collaborate with the sales team to develop and maintain a strong sales pipeline.
  • Track and monitor leads to ensure consistent follow-ups and timely closures.
  • Identify potential clients through research and proactive outreach.
  • Lead Qualification:
  • Conduct initial qualification of leads to assess their needs and potential.
  • Understand client requirements and align them with suitable insurance solutions.
  • Coordinate with the sales team to ensure smooth handover of qualified leads.
  • Client Engagement:
  • Develop and implement client engagement programs to maintain interest and build relationships.
  • Regularly communicate with prospects through calls, emails, and meetings to nurture leads.
  • Address initial client queries and provide information about insurance solutions.
  • Sales Support:
  • Maintain accurate records of client interactions and progress in CRM systems.
  • Market and Product Knowledge:
  • Stay updated on industry trends and competitor offerings.
  • Gain in-depth knowledge of the company's insurance products and solutions.
Desired Skills and Competencies:
  • Strong verbal and written communication skills.
  • Relationship-building mindset with a customer-centric approach.
  • Basic understanding of insurance products (preferred but not mandatory).
  • Ability to multitask and manage time effectively.
  • Proficiency in MS Office (Word, Excel, PowerPoint) and CRM software.

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