Insurance Executive

• *Key Responsibilities : Health Insurance**

1\- Generate leads and acquire new customers for individual, family floater, senior citizen, and other applicable health insurance products.

2\- Explain health insurance plans, policy features, sum insured, premiums, benefits, exclusions, waiting periods, co\-payments, and coverage options to prospective customers.

3\- Understand customer healthcare protection needs, family size, budget, and eligibility to recommend suitable insurance solutions.

4\- Develop and maintain relationships with individual customers, corporate clients, businesses, and referral partners.

5\- Conduct customer meetings, follow\-up calls, and field visits to generate business opportunities.

6\- Achieve monthly and quarterly health insurance sales and premium targets.

7\- Assist customers with proposal forms, documentation, policy issuance, renewals, and related service requests.

8\- Coordinate with insurance companies and internal teams for quotations, underwriting requirements, policy processing, and customer support.

• *Eligibility Criteria**

1\- Graduate in any discipline; relevant qualifications will be preferred.

2\- 2–5 years of experience in sales, preferably in health insurance, life insurance, banking, NBFCs, or financial services.

3\- Proven ability to generate leads, acquire customers, and achieve sales targets.

4\- Good understanding of health insurance products, policy benefits, and customer requirements.

5\- Strong communication, negotiation, presentation, and customer relationship management skills.

6\- Basic computer knowledge, including MS Office, email, and CRM tools.

7\- Willingness to travel locally and conduct field visits as required.

• *Required Skills**

1\- Health insurance product knowledge.

2\- Lead generation and customer acquisition.

3\- Sales planning and target achievement.

4\- Customer needs analysis and policy recommendation.

5\- Negotiation, convincing, and sales conversion.

6\- Customer relationship management and retention.

7\- Follow\-up and renewal management.

8\- Documentation, problem\-solving, and coordination.

• *Key Performance Indicators (KPIs)**

1\- Number of health insurance leads generated and customers acquired.

2\- Monthly health insurance premium and sales targets achieved.

3\- Lead\-to\-policy conversion rate.

4\- Policy issuance and renewal conversion rates.

5\- Customer satisfaction and retention.

6\- Quality and accuracy of proposal forms and documentation.

7\- Timely follow\-ups and sales reporting.

8\- Compliance with company policies and applicable insurance guidelines.

Pay: ₹20,000\.00 \- ₹35,000\.00 per month

Work Location: In person