Job Description

Roles & Responsibilities

• Provide personalized advice to customers based on their medical insurance requirements.
• Analyse customer profiles and suggest appropriate insurance products.
• Assist customers in understanding the differences between various policies, including premiums, coverage, and terms.
• Meet sales targets while maintaining a customer-first approach.
• Handle insurance company broker tools to make quotations and manage end-to-end client handling.
• Leverage own client portfolio.
• Cross-sell other lines of business as well.
• Utilize website enquiry leads in converting maximum cases.
• Provide expert advice on medical insurance products and services to clients, ensuring their needs are met.
• Update all website lead enquiries on CRM promptly.
• Maintain accurate and detailed records of customer consultations, policy purchases, and follow-ups on CRM.
• Build and nurture strong relationships with clients to ensure ongoing satisfaction and retention.
• Stay informed about industry trends, product offerings, and regulatory changes.
• Deliver exceptional post-sale support and service to enhance client relationships.
• Resolve customer queries regarding policy details, claims processes, and other insurance-related concerns.
• Collaborate with the team to share insights and improve sales strategies.

Desired Candidate Profile

• Proven experience in medical insurance sales
• Established client portfolio is an added advantage
• Strong communication in English
• Proficient in using CRM systems and other sales tools