Insurance Sales Executive

BTW Financial Services & IMF PVT LTD

insurance sales executive (general insurance)

job description

company : btw financial services & imf pvt ltd

interview & job location :btw visa services india pvt ltd

office ,ground floor, civic center,

mmgs marg, dadar east, dadar, mumbai,



salary : 24,000-25,000 /- gross per month

probation period : 06 months

monday to saturday -10 am to 07 pm

position: insurance sales executive

key duties and responsibilities

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.

e. market research & intelligence

stay updated on market trends, emerging risks, and competitor activities within

the corporate insurance segment.

analyze business opportunities across new industries, geographies, and client

segments for potential acquisition.

share market intelligence, client feedback, and competitive insights with

management to refine sales strategies and product offerings.

f. training, professional development & teamwork

participate in product and sales training programs to enhance knowledge of

insurance products, selling techniques, and regulatory requirements.

collaborate effectively with colleagues to achieve team goals and contribute to a

positive, performance-driven work environment.

demonstrate professionalism, punctuality, integrity, and adherence to company

policies and ethical sales practices.

take ownership of individual performance metrics and consistently strive for

improvement based on feedback and results.

g. compliance & reporting

ensure all sales and administrative activities adhere to company policies, irdai

regulations, and compliance standards.

maintain accurate documentation of sales activities, client interactions, and

policy data.

prepare and submit mis reports, forecasts, and periodic performance reviews to

senior management.

recommend corrective actions and strategy improvements to meet business

targets and enhance productivity.

skills and competencies

excellent communication, presentation, and negotiation skills.

proven ability to prospect, engage, and close high-value corporate clients.

strong relationship management and networking abilities.

analytical and strategic mindset with the ability to identify and pursue new

business opportunities.

goal-oriented and self-motivated with a focus on achieving sales and profitability

targets.

proficiency in ms office, crm systems, and sales reporting tools.

qualifications

bachelors degree (or higher) in business, marketing, finance, or a related field.

proven track record of meeting or exceeding sales targets in a competitive

environment.

• Experience

  1 Years

• No. of Openings

  20

• Education

  Any Bachelor Degree

• Role

  Insurance Sales Executive

• Industry Type

  Insurance / Claims

• Gender

  Male

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office

• Face interview location

  Office No.B.14, Civic Center, MMGS Marg, Dadar East, Dadar, Mumbai, Maharashtra 400014