Insurance Specialist

1 week ago

Varanasi, Uttar Pradesh, India Lakshmishree Investment & Securities Pvt. Ltd Full time ₹ 9,00,000 - ₹ 12,00,000 per year

Responsibilities

Develop marketing strategies and promote all types of new insurance contracts or suggest additions/changes to existing ones

Breed productive relationships to create a pool of prospective clients from various sources by networking, cold calling, using referrals etc

Evaluate business or individual customers needs and financial status and propose protection plans that meet their criteria

Work with clients to deliver risk management strategies that fit their risk profiles

Report the progress of monthly/quarterly initiatives to stakeholders

Maintain bookkeeping systems, database and records

Monitor insurance claims to ensure mutual satisfaction

Achieve customer acquisition and revenue growth objectives

Constantly update job knowledge and learn about new products and services

Fulfill all policy requirements

Requirements and skills

Proven working experience as an Insurance Agent or relevant experience

Familiarity with all types of insurance plans

Basic computer knowledge and statistical analysis

Proven ability to work with goals

Demonstrated ability to communicate, present, influence and sell effectively

Experience in delivering client-focused solutions and in creating long-lasting relationships

High school or BS degree

Working days: Monday to Friday ( 8:30 am to 6.30 pm), Saturday (9.30 am to 5.30pm)

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