General Insurance Retail Sales

Company Description

Accurate is a leading Insurance Consulting and Risk Advisory firm, recognized for its expertise in Employee Benefits Consulting and comprehensive solutions in Risk Management, Risk Mitigation, and Insurance Placement. By delivering integrated services from strategic advisory to implementation and optimization, Accurate addresses the unique and evolving needs of its clients. With a focus on excellence and deep industry insights, the firm enhances operational resilience and supports long-term business goals. Accurate's value-driven approach ensures customized solutions that align with client objectives.

Qualifications & Skills:

1.Graduate in any discipline (MBA preferred).

2.Minimum 13 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

Role Description

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.

Job involves extremely good knowledge of retail health policy and motor policy. Expertise in handling HNI customers with close loop feedback and end to end servicing.

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, 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

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

Location -Pune Kothrud,

office time 10-6.30,

salary 5lacs-6.50lacs