Insurance Executive

5 hours ago

Vesu Surat Gujarat, India HAARDIK NAYAK FINANCIAL PRODUCTS DISTRIBUTION PVT. LTD. Full time ₹ 1,80,000 - ₹ 3,60,000 per year

Position: Insurance Executive (Field Job)

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 Natural market, 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

  • Travel Insurance Executive

    3 days ago

    Varachha, Surat, Gujarat, India Masti Tour & Travel Full time

    Job Title: Travel Insurance Executive ( Fresher ) **Responsibilities**: - Deliver excellent service to all Client’s. - Handle Client’s queries and feedback. - Negotiate terms and conditions with insurance providers to ensure optimal coverage. - Identify potential risks associated with the travel industry, including accidents, cancellations, and...

  • Insurance Executive

    2 weeks ago

    Surat, India Agarwal Job Placement Full time

    We are looking for 2 Insurance Executive Posts in Surat, Gujarat,Vadodara, Gujarat with deep knowledge in Accounting,Marketing,Communication Skills,Excel and Required Educational Qualification is : Higher Secondary, Vocational Course, Diploma, Advanced/Higher Diploma, Professional Degree, Other Bachelor Degree - Experience- 1 - 7 Years- Salary- 2 Lac 50...

  • Client Servicing Executive

    5 days ago

    Vesu, Surat, Gujarat, India Memoria Events Full time

    Hi, We are looking for client servicing executive for handling the client experience as follow: - Client Meetings to be handled from starting till the event closure - Follow up with the client till the Execution - Show Flow Presence with Client - English Speaking Fluency - Canva, microsoft excel should have a good hold on this Pay: From ₹12,000.00 per...

  • Backend Executive

    2 weeks ago

    Vesu, Surat, Gujarat, India ICS INTEGRATED FACILITY MANAGEMENT SERVICES PVT LTD Full time

    1. Maintaining staff hiring records 2. Monitoring field executives schedule 3. Customer Relation management 4. Soft skills expert **Job Types**: Full-time, Permanent, Fresher Pay: ₹15,000.00 - ₹22,000.00 per month **Benefits**: - Cell phone reimbursement - Health insurance - Paid time off - Provident Fund Schedule: - Day shift - Morning...

  • Purchase Executive

    3 days ago

    Vesu, Surat, Gujarat, India SANGINI GROUP Full time

    **Department** Purchase **Designation** Purchase Executive **Reporting To** Manager **Job Type** Full day **Timing** 9.30 am to 6.30 pm **Responsibilities**: Ø **Supplier Management**: l Identify and evaluate suppliers of construction materials, equipment, and services. l Build and maintain relationships with key vendors. Ø **Cost...

  • Insurance Sales Executive

    1 week ago

    Surat, India Bsure consultants Full time

    Bsure Consultants WE ARE HIRING **Insurance sales & Marketing** **Executive** Locatiion: Surat Identify prospective customers, lead generation and conversion. Guide clients in selecting coverage to best meet their needs. Suggest modifications and updates to client’s existing insurance policies. Build customized insurance policies and packages to...

  • Executive Trainer

    3 days ago

    Vesu, Surat, Gujarat, India Kalamandir Jewellers Full time

    **Role & responsibilities** **We are looking for an Executive Trainer to join our team! You'll be responsible for**: - Conducting training sessions for our staff - Creating and improving training programs - Understanding training needs - Evaluating how effective the training is **Qualifications** - Training and Development skills - Communication and...

  • IT Executive

    2 weeks ago

    Vesu, Surat, Gujarat, India Kalamandir Jewellers Full time

    We are seeking a highly motivated and skilled IT Executive to join our dynamic team. In this role, you will be responsible for providing comprehensive IT support across the organization, ensuring smooth and efficient operations. You will possess a strong understanding of various IT disciplines, including but not limited to: - **Network Administration**:...

  • Direct Sales Executive

    1 week ago

    Surat, India Ab Insurance Full time

    Good communication skills insurance selling Experience 0 - 1 Years No. of Openings 25 Education Higher Secondary Role Direct Sales Executive Industry Type Insurance / Claims Gender [ Male / Female ] Job Country India Type of Job Full Time Work Location Type Work from Office Face interview location Udhana darwaja slok...

  • Insurance Executive

    1 week ago

    Ahmedabad, Gujarat, India Belforst International LLP Full time

    **Position**: Insurance Executive (MIS & Operations) **Location**: Ashram Road Ahmedabad **Experience Required**: 1-2 years in Insurance field **Qualification**: Minimum Graduate Key Responsibilities: - Maintain **MIS for Insurance** - update and monitor insurance-related data for reporting and analysis. - Assist in the **insurance claim process** -...