Associate

About the role

A Job Description (JD) for a BPO insurance sales role focuses on sales-driven responsibilities like lead generation, client needs assessment, and policy recommendations, along with administrative duties such as maintaining CRM records, handling renewals, and providing customer support.

What you'll do

• Contact potential and existing clients to generate leads through various channels, including cold calling and referrals
• Analyze client needs and recommend suitable insurance policies, explaining details, terms, and conditions
• Achieve and exceed monthly sales targets and quotas
• Maintain accurate and detailed client records in the CRM system
• Handle administrative tasks like processing policy renewals and amendments

What you need

• CRM
• Sales
• Negotiation
• Insurance
• Target achievement
• MS Office
• Any graduate

Good to have

• Cross-selling