Insurance Job Vacancies in Puducherry

As an Insurance Coordinator, you will play a vital role in handling various insurance processes within our team. Your primary duties and expectations will include the following:- **Processing Insurance Applications:** You will be responsible for reviewing and processing insurance applications, ensuring all necessary documents are included and accurate.- **Client Communication:** Engage with clients to answer questions about their insurance policies, help them understand their coverage, and assist with any issues they may encounter.- **Claim Management:** Support clients in filing claims by collecting necessary information and documentation, and follow up to ensure timely processing.- **Policy Updates:** Regularly review and update insurance policies to ensure compliance with current regulations and meet client needs.- **Data Entry:** Maintain accurate records of clients and policies in our system, entering data promptly to facilitate smooth operations.- **Team Collaboration:** Work closely with other team members to ensure a cohesive approach to managing insurance procedures and solving any issues that arise.To succeed in this role, you should possess a higher diploma or advanced qualification in insurance or a related field. Strong communication skills are essential for interacting with clients and colleagues effectively. Attention to detail is critical as you will be handling sensitive information. Basic knowledge of insurance concepts will be helpful, and being a team player will enable you to thrive in our collaborative environment. Freshers are encouraged to apply, and a willingness to learn is essential.

Post: - BDM - bancassuranceKey Accountabilities 1. Sales: Accept leads generated from in-branch lead generators as well as warm leads provided by the bank from the database as well as generate own leads. Make appointments, explore the customers financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from the companys product range, gain customer agreement to purchase, accurately complete sales documentation.2. Incentive programs: Cascade the incentive programs & ensure complete success in implementation of the same3. Sales completion process: Responsible for sales completion by facilitating completion of medical reports & ensuring prompt issue of policy document4. New markets/segments: Explore opportunities to develop new markets/ segments in line with company sales strategy from time to time5. Cross Sell/ Up-Sell: Build a good customer base in order to explore opportunities to cross-sell & up-sell, Obtain referral to further prospects where appropriate.6. Relationship Building: Build long term relationship with the bank staff & clients by responding appropriately to all bank/client queries either directly received or forwarded by the service company. Know all the branch managers, relationship managers & employees of all assigned branches on a personal level7. Customer Relationship Management: Arrange meetings of banks branch managers & staff with existing clients at least once a year, acknowledging birthdays & anniversaries to review their financial circumstances & life insurance needs as well as to obtain referrals to further prospects.8. After Sales Service: Accept & follow up on suggestions, request & complaints received from clients, ensure claim requests are serviced

Recruit Agents / Advisors Develop agents through coaching, training, team management support etc. Drive agents and advisors team size, activity ratio, case rate per active agent and case size to achieve the premium targets.Desired Candidate Profile:- Must have Minimum 1 Year Experience in Insurance or any field sales. Must be a Graduate. Within 40 years of age.Note:-For Chennai Location Banca channel vacancy is available for both freshers and experienced.For freshers : CTC 2 to 2.4 LPA & for experienced candidate: CTC 3 to 4.2 LPA

Supervise and follow up with field officers to ensure completion of assigned tasks. Facilitate effective communication among team members through email correspondence and team meetings. Monitor and track pending claims to ensure timely resolution and closure. Demonstrate a strong understanding of insurance processes and policies to provide guidance and support to team members. Provide training and mentorship to field officers to enhance their knowledge and skills. Collaborate with other team leads and departments to streamline processes and improve overall efficiency. Serve as a point of contact for escalations and complex inquiries from field officers and clients. Analyse team performance metrics and implement strategies for improvement. Ensure compliance with company policies and regulations within the team.

Join our team for mobile data entry work that lets you work from anywhere, anytime. Enjoy the flexibility to manage your tasks on-the-go, ensuring accurate data entry within designated timelines. Embrace a role that empowers you to balance work and life seamlessly while contributing to our success.

Target Achievement Drive sales and achieve targets through the bank branches Sales Support Support the Customer Relationship Officer in the branch for his/ her sales effort, in terms of generating benefit illustrations, accompanying on client calls Relationship Management Bank is the key customer of the Business Development Manager, and he/she must engage an open and trusting relationship with the Branch Managers/officers/staff Engage the employees of the bank branches in regular discussions to transfer knowledge about insurance. Ensure that all service Lead Generation Spearhead all lead generation initiative from the bank whether through walk-in, data mining, referrals, etc.

Hiring for freshers !!Job Title: Business Development Executive ( Casa Sales )CTC: As Per Market StandardsIncentives: 60000Qualification : UG mandatoryRoles:Freshers: Officer 11+ Experience: Sales Officer2+ Experience BFSI: Assistant Manager ( Sales)

Role and Responsibilities:1. Executing sales process with the team to provide financial repayment plans to customers for their loans through digital channels and voice process 2. Handling escalation cases. 3. Campaign Strategy management for loans. 4. Demonstrated ability and comfort working in a start-up environment with an agile team, fast-evolving roles and responsibilities, variable workload, and tight deadlines with a high degree of autonomy 5. Train & Lead the team of customer service team to improve their quality and performance metrics Skill Requirements:1. Overseeing staff members 2. Setting sales goals and targets for the office. 3. Creating and implementing a strategy to improve performance 4. Implementing and monitoring adherence to policies to contain customer escalations 5. Maintain & adhere to deadlines for the team 6. Negotiating with customers in cases when non-payment occurs. 7. Preparing monthly feedback reports on sales performance 8. Remaining informed of any legislative procedural training regarding RBI regulations 9. Training and mentoring of staff members in the Sales department.Area Manager Requirements: 1. MBA qualified candidates will be preferred2. We are only looking for female candidates only3. Experience with data software and knowledge of MS Office, Google docs and Google sheets. (Preferred) 4. The ability to work accurately and independently. 5. Good verbal and written communication skills. 6. Excellent analytical skills and an eye for detail. 7. Outstanding leadership and managerial skills. 8. Strong time and people management skills. 9. Ability to work to strict deadlines.

About Us: MetaMax aims to digitalize and empower over 100 million individual businesses, spanning retail, healthcare, and startups. We envision a world where every retailer, healthcare professional, and aspiring entrepreneur has the tools and resources to thrive in the digital era. Through our comprehensive solutions and unwavering commitment, we seek to transform traditional business models and create opportunities for growth, innovation, and success.We also strive to create career opportunities for 1 million individuals worldwide. With unwavering belief, we see MetaMax as a catalyst for significant and meaningful development on a global scale. Role: Sales & Marketing ExecutiveWe are hiring a Sales and Marketing Executive to lead our sales and marketing teams. In this role, you will develop and implement strategies to boost revenue, drive business growth, and increase market presence.Requirement:- Graduate- Strong communication and presentation skills- Exceptional customer service skills- Ability to convincingly engage with the clients- Strong knowledge of social media platforms.- Strong spoken English, and Tamil, an advantage to know Hindi- Prior experience with good credentials in B2C or any service-oriented industry Salary: We offer a competitive salary commensurate with experience and will be the best in the industry.Roles & Responsibilities:- Build relationships with prospective clients- To stay up to date with the latest trends and information in the market- Find and negotiate with clients to bring them on-board- Liaison with existing clients- Product understanding and inventory management- Manage sales pipeline- Track metrics to ensure targets are achieved- Responsible for client visit, explanation of products and their application to the clients- Report daily and submit monthly work and records properly and systematically as per company standards

Develop various sources of agent hiring and build a team of Agents Ensure product knowledge by Max Life Insurance ways of training Field demonstration (FODs) Work closely with Agents on planning and reviewing of activities and goals Achievement of monthly, quarterly & yearly business plans Ensure Company's product mix sales ration and adhere to the business norms Hold periodical customer meet to understand customers' pulse and product needs Ensure customer queries are responded to satisfactorily as per Max Life Insurance standard Eligibility Criteria: Any Graduate / Post graduate with good experience in sales

Hiring for 20 Finance Advisor Jobs in Thalassery Kannur, Kerala,Kannur, Kerala,Mahe,Insurance Advisor,Insurance Agent, for Freshers,Required Educational Qualification is : Higher Secondary with Good knowledge in Insurance Advisor,Insurance Agent etc.

KEY RESPONSIBILITIES: Maximize Paid to Applied Business in coordination with Issuance/underwriting team and finance Handling Centralized welcome calling Process. Reduction in Discrepancy ratio. WIP Management - GO actionable TAT, issuance TAT. Vendor Bill Management Manage Dashboards & Governance for field ops Field operation & HO coordination for field operation fulfillment support. Lead Employee engagement initiatives for CAT-ops MEASURES OF SUCCESS: Paid to Applied Business 92% Ensure 100% welcoming calling on applied new business on time Minimize channel discrepancy ratio

Key Account abilities 1. Sales: Accept leads generated from in-branch lead generators as well as warm leads provided by the bank from the database as well as generate own leads. Make appointments, explore the customers financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from the companys product range, gain customer agreement to purchase, accurately complete sales documentation.2. Incentive programs: Cascade the incentive programs & ensure complete success in implementation of the same3. Sales completion process: Responsible for sales completion by facilitating completion of medical reports & ensuring prompt issue of policy document4. Cross Sell/ Up-Sell: Build a good customer base in order to explore opportunities to cross-sell & up-sell, Obtain referral to further prospects where appropriate.5. Relationship Building: Build long term relationship with the bank staff & clients by responding appropriately to all bank/client queries either directly received or forwarded by the service company. 6. Customer Relationship Management: Arrange meetings of banks branch managers & staff with existing clients at least once a year, acknowledging birthdays & anniversaries to review their financial circumstances & life insurance needs as well as to obtain referrals to further prospects.7. After Sales Service: Accept & follow up on suggestions, request & complaints received from clients, ensure claim requests are serviced8. Performance review: Proactively ensure performance review by submitting various sales reports as per agreed frequencies in order to ensure performance targets are achieved & exceeded, ensure meetings with manager to agree on targets & to review performance. 9. Supporting colleagues & bank sales team: Support other Relationship Managers and the bank sales team requested by the sal es manager by coaching them in company knowledge, accompanying them on client visits.

Designation: Branch HeadChannel: Agency Business PartnerKey Accountabilities(A collection of duties and/or responsibilities assigned) Will manage team of 6-7 AABM and ABM on-roleemployee Advisors and financial consultantAct as a mentor, coach for the team to drive Business/Sales TargetsEnhance FC earnings based on vintage.Focusing on advisor and FC retention.Focus on Customer retention.Generate sales leads through Financial Consultants and advisors by upselling and cross selling of productmixBring in best practices to offer excellent experience while onboarding customers.Maximize sales productivity of the team and achieve sales targetsResponsible for branch unit.Provide in-the-field support to direct reports by joining them on calls and providing coaching andfeedback based on performanceResponsible for capacity building at branch levelTo emphasize on talent retention and managing attritionTo maintain high morale and engagement levels of the teams by providing constructive feedback andfostering right environment.Cross sell and up sell HDFC Life Insurance products based on the life cycle needs of the customers and asdefined by the organization.To periodically review the progress of direct reports and suggest corrective measures, if anyProvides accurate forecasts, updates and requested reports to reporting managerAdhere to a proper business work ethic and create a similar expectation of direct reports/peersEnsure high quality and high persistency of business generated to support long-term profitability of thecompanyProvide feedback and suggestions on initiatives/ changes required in branch operations.Skills, Knowledge & QualificationsShould be a Graduate ( any discipline) with sales background5 to 7 years of work experience in sales with at least 3 years+ experience in Life Insurance.Demonstrate competence in management, networking, target marketing to specific prospectsExperience in training, managing, mentorin