Insurance Policy Specialist

6 days ago

Hyderabad, Telangana, India Beta Trading Company (Motilal Oswal) Full time
Tips: Provide a summary of the role, what success in the position looks like, and how this role fits into the organization overall.

Sales Generation: Actively prospect for new clients through various lead generation activities, including networking, referrals, cold calling, and leveraging digital platforms.

• Conduct thorough needs assessments to understand clients' insurance requirements and financial situations.

• Develop and maintain a comprehensive understanding of all insurance products offered by the company, including their features, benefits, and limitations.

• Recommend and sell appropriate insurance policies to meet individual and business clients' needs, ensuring they understand the coverage and terms.

• Quotation and Proposal Generation: Prepare accurate and competitive insurance quotes and proposals.

• Policy Application and Processing: Build and maintain strong, long-lasting relationships with clients, acting as their trusted advisor for all their insurance needs.

• Policy Servicing: Provide ongoing support to clients, including assisting with policy renewals, endorsements, and claims processes.

• Industry Knowledge: Stay updated on industry trends, competitor activities, and new insurance products and regulations.

• Compliance: Adhere to all company policies, procedures, and regulatory requirements.

• Networking: Actively participate in networking events and build relationships with potential referral sources.

• Continuous Learning: Participate in ongoing training and development programs to enhance product knowledge and sales skills.

Proven experience in sales, preferably within the insurance industry. Candidates with strong sales backgrounds in other sectors and a willingness to learn about insurance are also encouraged to apply.

• Proficiency in basic computer applications and CRM software (preferred).

• (Insurance Managers

Compensation Structure

· Fixed Salary: ₹50,000 per month (for candidates with 5–7 years of experience).

· experience)

Compensation Structure

· We are also willing on board fresher's or candidates with relatively low experience under a commission only model.

Expected joining date – Immediate to 15 days

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