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Retail Sales Executive - Insurance broking - Hinjewadi - ( Job ID - 23547) at EducoHire

, maharashtra, India -

Full Time

Start Date

Immediate

Expiry Date

24 Sep, 26

Salary

0.0

Posted On

26 Jun, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Business Development, Cold Calling, Insurance Sales, Customer Relationship Management, Cross-selling, Up-selling, Negotiation, Communication, Problem Solving, Policy Renewal, Claims Support, Underwriting Coordination

Industry

Education

Description

Job Title: Retail Sales Executive – Insurance Broking To generate new business and manage existing client relationships by promoting retail insurance products (Health, Motor, Personal Accident, Travel, etc.) through effective sales and service delivery. 1. Business Development & Sales 2. Generate leads through cold calling, references, walk-ins, and marketing campaigns. 3. Identify customer insurance needs and offer suitable retail insurance products (Health, Motor, etc.). 4. Achieve monthly and quarterly sales targets. 5. Cross-sell and up-sell insurance products. 6. Build and maintain strong relationships with individual and small business clients. 7. Provide prompt post-sales service and assistance with policy renewals, endorsements, and claims support. 8. Ensure a high level of customer satisfaction and retention. 9. Coordinate with underwriters and operations teams for policy issuance and servicing. 10. Collect and verify documents required for policy processing. 11. Ensure accurate data entry and timely reporting. 12. Keep updated on insurance products, competitors, and market trends. 13. Provide feedback on product improvements and customer expectations. 14. Adhere to IRDAI and company compliance guidelines. 15. Maintain confidentiality and accuracy in customer records and transaction Qualifications & Skills: 1. Graduate in any discipline (MBA preferred). 2. Minimum 1–3 years of experience in retail insurance sales / insurance broking / financial services. 3. Strong communication and negotiation skills. 4. Customer-oriented approach with problem-solving ability. 5. Basic understanding of insurance products and digital platform Key Performance Indicators (KPIs): 1. Achievement of sales targets (Health, Motor, etc.) 2. Customer retention and satisfaction rate 3. Policy renewal ratio 4. Cross-sell ratio

Responsibilities

Generate new business and manage client relationships by promoting retail insurance products such as health, motor, and travel insurance. Responsibilities include achieving sales targets, providing post-sales service, and ensuring compliance with IRDAI guidelines.