Kapalin Insurance Broking - Manager - Sales (4-5 yrs)

Key responsibilities :

1. Developed strong relationships and generate business from various insurance companies

2. Sourced new clients for general insurance products through a mix of new and follow-up calls, both cold and referred. Also responsible for client retention and selling new products to new accounts

3. Provided risk inspections along with insurance companies to clients

4. Generated income from MSMEs and corporates

5. Conducted review meetings with clients

6. Analysed business potential, conceptualized and executed strategies to drive sales, augment turnover, and achieve desired targets

7. Identified, qualified, and pursued business opportunities through market surveys and mapping as per targeted plans, as well as through lead generation

8. Prepared daily, weekly, and monthly reports

9. Independently handled lead generation

10. Kept track of competition in terms of products and performance, and devised strategies to market the products better

11. Collected management information, risk management philosophy, and business information for insurance marketing and sales

12. Resolved queries, serviced issues, and escalated them to the desired level

13. Coordinated with operations/technical team for servicing

14. Completed any other duties assigned by management.