Insurance Specialist(direct Sales)

Year    KA, IN, India

Job Description

Key Responsibilities



1. Sales & Business Growth

Own sales performance for direct/inbound channels--field incoming leads andconvert calls or walk-ins. Drive cross-sell/up-sell to existing policyholders using financial planning toolsand customer profiling . Expand customer base via referral programs and outreach campaigns.
2. Customer Engagement & Service

Ensure prompt, high-quality service for inquiries, quotes, onboarding, andrenewals. Handle escalated customer issues, build trust, and maintain high servicestandards.
3. Operations & Compliance

Oversee full policy lifecycle: onboarding, underwriting, issuance, renewals, anddocumentation. Ensure strict compliance with IRDAI regulations and company policies . Stay updated on product features, market dynamics, and competitor offerings.
4. Financial Management & Reporting

Manage branch-level P&L, budgeting, and expense control. Report weekly/monthly sales performance, market trends, and pipeline forecasts to regional leadership.
5. Marketing & Campaign Execution

Plan and execute inbound campaign strategies (e.g., call campaigns, emailfollow-ups, customer reactivation). Measure campaign ROI and continuously refine tactics.
Job Type: Full-time

Pay: ?149,946.87 - ?650,000.00 per year

Education:

Bachelor's (Required)
Experience:

Insurance sales: 1 year (Required)
Work Location: In person

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Job Detail

  • Job Id
    JD4059351
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    KA, IN, India
  • Education
    Not mentioned
  • Experience
    Year