Insurance Sales Officer

Year    MH, IN, India

Job Description

Insurance Executive - Sales



Job highlights



Graduation or above with 1-5 years of experience in sales or insurance; strong communication and leadership skills Recruit, train, and motivate a team of Life Insurance Advisors; drive sales and maintain relationships Attractive incentives and rewards, fast-track career growth opportunities Handle Health / Motor Insurance Sales Proven ability to prospect and close high-value corporate clients; strong relationship management and networking skills; analytical mindset Identify and engage potential corporate clients; develop and implement sales strategies; maintain client relationships and provide after-sales support

Job description



A. Business Development & Client Acquisition



Identify and prospect potential corporate clients across target industries, including Large Corporates, MSMEs, and sector-specific businesses. Identify engagement opportunities with companies in various industrial sectors to convert business across multiple insurance lines Property, Project, Liability, Group Health (GMC), Group Personal Accident (GPA), Marine, Engineering, and other commercial insurance products. Build and manage a strong sales funnel to achieve revenue growth, business targets, and overall profitability. Generate leads through networking, referrals, cold calls, digital outreach, and participation in business events or industry forums. Design and implement effective marketing and sales strategies to promote insurance products and expand market presence.

B. Sales Strategy & Presentation



Develop and implement sales strategies to achieve assigned business goals and increase market penetration. Conduct detailed insurance presentations, product demonstrations, and proposal pitches to clients, highlighting coverage benefits, competitive advantages, and value propositions. Customize insurance solutions as per the clients risk profile, business requirements, and industry needs. Support clients in selecting appropriate insurance products aligned with regulatory and commercial requirements. Convert inquiries into sales through effective communication, negotiation, and consultative selling.

C. Client Relationship Management



Maintain strong, long-term relationships with existing clients to ensure renewals, retention, and cross-selling opportunities. Conduct regular client engagement meetings, renewal discussions, and policy servicing follow-ups. Provide professional advice regarding policy features, terms, benefits, and coverage options. Assist clients with claims processes and provide end-to-end after-sales support for a smooth service experience. Act as a trusted advisor by offering insights on risk management and coverage enhancements.

D. Policy Processing & Administration



Process new policy applications accurately and within the defined timeline. Prepare, review, and negotiate policy renewals to achieve maximum client retention. Maintain complete and confidential records of proposals, quotations, policy documents, and client communications. Ensure compliance with all company procedures and IRDAI regulations in policy documentation and client servicing. Submit timely reports on sales activities, renewals, and performance metrics to management.
Job Types: Full-time, Permanent

Pay: ₹200,000.00 - ₹500,000.00 per year

Benefits:

Cell phone reimbursement Provident Fund
Work Location: In person

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Job Detail

  • Job Id
    JD4747339
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    MH, IN, India
  • Education
    Not mentioned
  • Experience
    Year