Gajraj Kia

Salt Lake, Kolkata

Product Presentation:Explain insurance products: Provide detailed information about insurance plans, coverage, premiums, benefits, exclusions, etc.Suggest suitable plans: Based on the customers 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 havent 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. 6291764734

Product Presentation:Explain insurance products: Provide detailed information about insurance plans, coverage, premiums, benefits, exclusions, etc.Suggest suitable plans: Based on the customers 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 havent 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.6291764734 (11AM TO 5PM)

Cold Calling:Call potential customers to inform them about various insurance products (life, health, motor, etc.).Follow up on leads generated through marketing campaigns or referrals.Customer Interaction:Understand customer needs and suggest suitable insurance plans.Answer customer queries about policy terms, coverage, premiums, and benefits.Sales Conversion:Persuade customers to purchase insurance policies.Achieve daily, weekly, or monthly sales targets.Documentation:Maintain records of calls, customer information, and sales.Update CRM tools or internal databases accurately.Post-Sale Support:Coordinate with back-office teams for policy issuance.Assist clients in the documentation or claim process when needed.Skills & Qualifications:Good communication and interpersonal skills.Ability to handle rejection and work under pressure.Sales or customer service experience (preferred).Knowledge of insurance products (an advantage).Basic computer proficiency.