Insurance Relationship Specialist

1 week ago


Tumkur Mysore, India beBeeInsurance Full time
Insurance Relationship Specialist

We are seeking an experienced Insurance Relationship Specialist to join our team. The ideal candidate will have a strong background in sales and customer service, with a proven track record of generating new business opportunities.

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  • Leads will be generated from assigned banks across various channels, including Life Insurance and Health Insurance companies.
  • The specialist will cross-sell financial products to bank customers, driving customer business development and managing relationships.
  • Employment will be under the insurance company's payroll.
  • The specialist will schedule appointments, assess customers' financial needs, recommend suitable products, gain agreement to purchase, and complete sales documentation accurately.
  • Preference is given to candidates with experience in Life/Health/General Insurance.
  • The specialist will acquire customers using the bank's database, walk-ins, and generated prospects.
  • Ensuring timely policy issuance, the specialist will coordinate medical reports and ensure sales completion.
  • Exploring opportunities to develop new markets/segments aligning with the company's sales strategy.
  • Supporting other Relationship Managers and bank sales teams through coaching on products, services, and selling skills, accompanying them on client visits and demonstrating effective behavior.
">Required Skills and Qualifications
  • Minimum 1 year of sales experience in any insurance channel.
  • Candidates from insurance, banking, pharma, retail, telecom, or other sales verticals are eligible.
  • Insurance or BFSI experience is mandatory.
  • Graduation is required.
  • A strong track record and employment stability are essential.


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