Product Presentation:
Explain insurance products: Provide detailed information about insurance plans, coverage, premiums, benefits, exclusions, etc.
Suggest suitable plans: Based on the customer’s requirements, recommend the right insurance plan that meets their needs.
3. Sales and Conversion:
Close sales: Persuade and convert prospects into customers, ensuring they understand the terms and conditions before purchase.
Provide quotes: Offer premium quotations and any promotional offers.
4. Follow-ups and Reminders:
Follow-up calls: Call customers who have shown interest but haven’t yet purchased a policy. Regularly follow up to convert the lead into a sale.
Policy reminders: Remind customers about policy renewals, premium dues, or any changes in their policy.
5. Handling Objections:
Overcome resistance: Address customer concerns, doubts, or objections related to premiums, coverage, or any other aspects.
Negotiation: In some cases, negotiate premiums, payment terms, or other policy features.
6. Customer Service:
Answer queries: Address any questions or doubts regarding existing policies.
Provide support: Assist with claims or provide additional details about the policy.
7. Data Maintenance & Reporting:
Maintain accurate records: Keep customer data and interaction history up-to-date in the CRM system.
Provide sales reports: Report daily or weekly sales figures, leads generated, and other performance metrics to the manager or team leader.
8. Compliance and Ethics:
Adhere to regulations: Ensure all sales activities comply with insurance industry regulations and ethical guidelines.
Disclosure: Provide clear and transparent information about the policy terms and conditions to avoid future disputes.
FOR MORE DETAILS FEEL FREE TO CONTACT ON THE HR DEPARTMENT.
(11AM TO 5PM)