Insurance Portfolio Manager

7 days ago

Indore, Madhya Pradesh, India beBeeInsurer Full time ₹ 15,00,000 - ₹ 28,00,000
Executive Insurance Specialist

Job Overview:

This role involves interacting with various stakeholders, including customers, partners, and agents to address their queries and requirements.

Key Responsibilities:

  • Attend calls from customers and deal with their queries and requirements.
  • Gather sales information and present it in a clear and concise format.
  • Follow up with customers to ensure they are satisfied with the provided products.
  • Monitor sales persons' progress towards achieving sales goals.
  • Provide necessary data and reports to the sales team.
  • Manage sales reports and support the sales team throughout the pre- and post-sales process.
  • Issue quotations to partners and agents.
  • Policy issuance.
  • Have in-depth knowledge of insurance products.
  • Be proficient with insurance portals and systems.
  • Experience in partner onboarding and activation.
  • Strong communication and coordination skills.
  • Maintain daily MIS and data entry.
  • Coordinate with insurance companies for servicing-related activities.
  • Handle renewal targets for the entire insurance team.

Required Skills and Qualifications:

  • Insurance product knowledge.
  • Proficiency with insurance portals and systems.
  • Excellent communication and coordination skills.

Benefits:

The successful candidate will enjoy a dynamic and challenging work environment, opportunities for growth and development, and a competitive compensation package.

Other Information:

We are committed to diversity and inclusion in our hiring practices. If you have any special needs or requirements, please let us know so that we can accommodate your needs.

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