Sales Specialist

Role : Insurance Sales Specialist

Experience : 2-3 Years

CTC : 5LPA

Key Responsibilities :

Interact with clients, understand their requirements and recommend coverage that is best suited to their needs.

Scour the market for growth opportunities, be involved in planning and execution of growth strategy

Ensure quality customer servicing and communication

Manage client queries and grievances.

Coordinate with insurance companies, and other third parties relevant to the business development (PoSPs, banks etc.)

Build and manage a team of insurance executives; train and monitor their performance.

(Daily management) Coordinate, allocate work, measure service parameters

Create MIS / dashboards and performance reports for relevant stakeholders

Create and monitor service metrics for individual team members.

Ensure minimum productivity and delivery of service parameters agreed for each and every team member, training the team members who needs help to improve the agreed

service metrics

Publish departmental updates on a monthly basis to the management

Identify avenues and projects for improving efficiency

Prepare data and reports for compliance or audit reporting and Board meetings.

Support all the regulatory reporting

Oversee inward and archival file management

Skills:

Excellent communication skills - Fluent in: English, Telugu and Hindi.

Leadership - Ability to build a team, train and motivate team members

Excellent analytical skills ability to analyse policy wording, market conditions, competition etc. and make decisions accordingly

Ability to undertake projects with minimal supervision

Problem solving and trouble-shooting in day-to-day activities

Expert in MS Office (Word, PowerPoint and Excel) & handling data

Be able to prioritize tasks and meet deadlines.

You are a self-starter, and willing to continuously work towards improvement of yourself, team members and the processes.

Qualifications :

Bachelors degree or MBA with 2-3 years of sales experience in financial services (preferably insurance)

Insurance certifications (from the Insurance Institute of India or the Chartered Insurance Institute, UK) are a plus and would give you an edge over other applicants.

If you are not already a Broker Qualified Person (BQP), you will be required to pass the BQP exam (Direct General + Life) conducted by the National Insurance Academy.

What we offer:

A competitive salary and benefits

An opportunity for professional development via in-house training and educational initiatives

About the Company :

Topspot Insurance Broking Private Limited (commercially known as 'insurancepe') is an equal

opportunity employer and considers applicants for all positions without regard to race, color,

religion or belief, sex, age, national origin, citizenship status, marital status, military/ veteran

status, genetic information, sexual orientation, gender identity, physical or mental disability or

any other characteristic protected by applicable laws. Insurance is committed to creating a

dynamic work environment that values diversity and inclusion, respect and integrity, customer

focus, and innovation.

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