Insurance Sales Executive

2 days ago


Dadar Mumbai Maharashtra, India BTW Financial Services & IMF Pvt Ltd Full time

Insurance Sales Executive (General Insurance)

Company : BTW Financial Services & IMF Pvt Ltd

Interview & Job Location :BTW Visa Services India Pvt Ltd

Office No.B.14,Ground Floor, Civic Center,

MMGS Marg, Dadar East, Dadar, Mumbai, 400014

Salary : 24,000-25,000 /- Gross Per Month

Probation Period : 06 Months

Monday to Saturday -10 AM to 07 PM

Position: Insurance Sales Executive

Key

**Responsibilities**:
A. Business Development & Client Acquisition
- Identify and prospect potential corporate clients across target industries,

including Large Corporates, MSMEs, and sector-specific businesses.
- Identify engagement opportunities with companies in various industrial sectors

to convert business across multiple insurance lines — Property, Project, Liability,

Group Health (GMC), Group Personal Accident (GPA), Marine, Engineering, and

other commercial insurance products.
- Build and manage a strong sales funnel to achieve revenue growth, business

targets, and overall profitability.
- Generate leads through networking, referrals, cold calls, digital outreach, and

participation in business events or industry forums.
- Design and implement effective marketing and sales strategies to promote

insurance products and expand market presence.

B. Sales Strategy & Presentation
- Develop and implement sales strategies to achieve assigned business goals and

increase market penetration.
- Conduct detailed insurance presentations, product demonstrations, and proposal

pitches to clients, highlighting coverage benefits, competitive advantages, and

value propositions.
- Customize insurance solutions as per the client’s risk profile, business

requirements, and industry needs.
- Support clients in selecting appropriate insurance products aligned with

regulatory and commercial requirements.
- Convert inquiries into sales through effective communication, negotiation, and

consultative selling.

C. Client Relationship Management
- Maintain strong, long-term relationships with existing clients to ensure renewals,

retention, and cross-selling opportunities.
- Conduct regular client engagement meetings, renewal discussions, and policy

servicing follow-ups.
- Provide professional advice regarding policy features, terms, benefits, and

coverage options.
- Assist clients with claims processes and provide end-to-end after-sales support

for a smooth service experience.
- Act as a trusted advisor by offering insights on risk management and coverage

enhancements.

D. Policy Processing & Administration
- Prepare, review, and negotiate policy renewals to achieve maximum client

retention.
- Maintain complete and confidential records of proposals, quotations, policy

documents, and client communications.
- Ensure compliance with all company procedures and IRDAI regulations in policy

documentation and client servicing.
- Submit timely reports on sales activities, renewals, and performance metrics to

management.

E. Market Research & Intelligence
- Stay updated on market trends, emerging risks, and competitor activities within

the corporate insurance segment.
- Analyze business opportunities across new industries, geographies, and client

segments for potential acquisition.
- Share market intelligence, client feedback, and competitive insights with

management to refine sales strategies and product offerings.

F. Training, Professional Development & Teamwork
- Participate in product and sales training programs to enhance knowledge of

insurance products, selling techniques, and regulatory requirements.
- Collaborate effectively with colleagues to achieve team goals and contribute to a

positive, performance-driven work environment.
- Demonstrate professionalism, punctuality, integrity, and adherence to company

policies and ethical sales practices.
- Take ownership of individual performance metrics and consistently strive for

improvement based on feedback and results.

G. Compliance & Reporting
- Ensure all sales and administrative activities adhere to company policies, IRDAI

regulations, and compliance standards.
- Maintain accurate documentation of sales activities, client interactions, and

policy data.
- Prepare and submit MIS reports, forecasts, and periodic performance reviews to

senior management.
- Recommend corrective actions and strategy improvements to meet business

targets and enhance productivity.

Skills and Competencies
- Excellent communication, presentation, and negotiation skills.
- Proven ability to prospect, engage, and close high-value corporate clients.
- Strong relationship management and networking abilities.
- Analytical and strategic mindset with the ability to identify and pursue new

business opportunities.
- Goal-oriented and self-motivated with a focus on achieving sales and profitability

targets.
- Proficiency in MS Office, CRM systems, and sales reporting tools.

**Qualifications**:

- Bachelor’s degree (or higher) in Business, Marketing, Finance, or a related field.
- Proven track recor


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