Inside Sales Representative – Insurance Segment

6 days ago

Bengaluru, Karnataka, India Cortex Consultants Full time ₹ 5,00,000 - ₹ 15,00,000 per year
Bangalore location, only FTE. Job Description: Inside Sales Representative – Insurance Segment

Key Responsibilities
  • Lead Generation & Prospecting:
  • Identify and engage potential insurance clients based in North American market, including carriers, MGAs, and reinsurers, using strategic outreach through emails, calls, and LinkedIn.
  • Research and understand client profiles, including pain points related to underwriting, policy administration systems, claims processing, actuarial functions, and regulatory compliance.
  • Qualify prospects based on their business needs and align them with Visionet's solutions.
  • Initial Client Engagement:
  • Take first-level calls with prospects to introduce Visionet, its capabilities, and the value we bring to North American insurers.
  • Establish trust and credibility by demonstrating a strong understanding of insurance-specific challenges and industry trends.
  • Schedule and coordinate follow-up meetings or demos with senior sales executives and subject matter experts.
  • Relationship Building & Industry Expertise:
  • Build rapport with insurance professionals by showcasing knowledge of key industry terms and challenges.
  • Articulate Visionet's value proposition in areas like digital transformation, cloud migration, data analytics, and regulatory compliance for insurers.
  • Stay updated on industry trends, regulatory changes, and emerging technologies to enhance prospecting efforts.
  • CRM & Reporting:
  • Maintain accurate and detailed records of all leads, activities, and opportunities in the CRM system.
  • Regularly track and report on lead generation metrics and pipeline health to sales leadership.
  • Collaboration with Teams:
  • Work closely with marketing to optimize outreach campaigns and create industry-relevant content.
  • Assist senior sales executives in preparing tailored proposals, presentations, and follow-up materials.

Qualifications
  • Experience:
  • 2–5 years of B2B lead generation experience using emails, calls, and LinkedIn, preferably in the insurance or technology services sector.
  • Demonstrated ability to take initial discovery calls, qualify leads, and coordinate the next steps with the sales team.
  • Insurance Industry Knowledge:
  • Strong understanding of insurance-specific functions, including underwriting, policy administration, claims management, actuarial processes, and regulatory compliance.
  • Familiarity with insurance technology solutions such as policy administration systems, claims management platforms, and compliance tools.
  • Skills & Tools:
  • Exceptional verbal and written communication skills, with the ability to simplify technical concepts into business value for insurers.
  • Proficiency in CRM systems (e.g., Salesforce) and sales automation tools.
  • Strong research and analytical skills to identify prospects and assess market opportunities.
  • Education:
  • Bachelor's degree in Business, Insurance, or a related field is preferred.

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