Senior Insurance Solutions Specialist

2 days ago

Thiruvananthapuram, Kerala, India beBeeInsurance Full time ₹ 40,00,000 - ₹ 50,00,000
Investment Manager

Job Description:

As an investment professional, you will be responsible for managing and selling insurance products to clients through various channels. You will provide expertise in insurance solutions, assist clients in choosing appropriate insurance policies, and ensure compliance with regulatory standards.

  • Work closely with existing relationship managers across the organization to drive the insurance business.
  • Promote and sell insurance products to existing and potential customers through relationship managers mapped to you.
  • Achieve sales targets and contribute to the line of business overall targets with self and team.
  • Develop new business opportunities through networking and referrals.
Key Responsibilities:
  • Assess clients' insurance needs and provide suitable recommendations.
  • Explain insurance policies and coverage options to clients clearly and effectively.
  • Assist clients with the application process and ensure proper documentation.
  • Provide exceptional customer service and support to clients regarding their insurance policies.
  • Address client inquiries and resolve any issues or concerns related to insurance products.
  • Conduct regular follow-ups with clients to ensure satisfaction and retention.
Required Skills and Qualifications:

To be successful in this role, you will need:

  1. Bachelor's degree in finance, Business Administration, or a related field.
  2. Proven experience in sales, preferably in the banking or insurance industry.
  3. Strong knowledge of insurance products and services.
  4. Excellent communication and interpersonal skills.
  5. Ability to work independently and as part of a team.
  6. Minimum 5 years experience in life insurance sector.
  7. Fresher candidates from insurance institutes will also be considered.

The ideal candidate will have a strong understanding of insurance products and services, excellent communication and interpersonal skills, and the ability to work independently and as part of a team.

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