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)