Insurance Executive

2 days ago

Vesu Surat Gujarat, India HAARDIK NAYAK FINANCIAL PRODUCTS DISTRIBUTION PVT. LTD. Full time ₹ 2,40,000 - ₹ 3,60,000 per year

Position: Insurance Executive

Experience: 1 to 2 Years in Insurance

Education: Graduate in any stream

Area of Applicability: South Gujarat

Base Location: Surat

Candidates Preferred from: Banking Sector Or NBFC, DSA Channel

Skill Requirements:

Ø Product Knowledge

Ø Financial Skills

Ø Customer Service

Ø Confidentiality

Ø Professionalism

Ø Statutory and regulatory Awareness

Ø Negotiation Skill

Ø Presentation Skill

Ø Team work Approach

Ø Communication skills

Ø Self-development

Ø Computer Skill

Role & Responsibilities – Insurance Sales Executive

A) Sales & Business Development

  • Generate leads through client meetings, referrals, cold calls, and networking.
  • Understand client needs and recommend suitable insurance products (life, health, general, etc.).
  • Achieve assigned monthly and quarterly sales targets.
  • Actively cross-sell other financial products like FD, mutual funds, or investments as guided by Insurance Head.
  • Participate in sales campaigns, promotional activities, and client engagement programs.

B) Client Relationship Management

  • Present insurance options clearly, avoiding information overload.
  • Educate clients about product features, premium, claim settlement, and other key terms.
  • Maintain regular follow-up with clients on proposal status, renewal reminders, and after-sales service.
  • Resolve client queries promptly and escalate complex issues to Insurance Head when required.
  • Ensure high customer satisfaction and build long-term relationships.

C) Documentation & Process Handling

  • Collect and verify all necessary documents from clients before submission.
  • Fill out insurance application forms accurately and assist clients with the process.
  • Coordinate with the back office for processing and approvals.
  • Track applications, renewal due dates, and pending proposals.
  • Ensure compliance with company policies, government rules, and regulatory requirements.

D) Reporting & Coordination

  • Update daily sales reports and submit them to Insurance Head.
  • Maintain updated client records in the company CRM.
  • Share client feedback, competitor insights, and market updates with the team.
  • Work closely with the back-office team for smooth processing and servicing.

E) Training & Development

  • Attend product and sales training sessions conducted by the company.
  • Stay updated with new insurance products, industry developments, and regulatory changes.
  • Implement feedback and guidance given by Insurance Head for performance improvement.

F) Expense & Conduct

  • Ensure cost-effective client servicing and business development activities.
  • Maintain ethical conduct, transparency, and professionalism in all dealings.

Job Type: Full-time

Pay: ₹15, ₹30,000.00 per month

Benefits:

  • Cell phone reimbursement
  • Health insurance
  • Life insurance
  • Paid sick time
  • Provident Fund

Work Location: In person

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