Sales Specialist - Insurance Industry (5-15 yrs)

Position Name : Non - EB Sales Specialist

Location : Kolkata

Experience Range : 5 - 15 years

Mandatory Requirement:

- Minimum 5 years of experience in the insurance broking industry with extensive exposure in the Non-EB sector.

- Must have a thorough knowledge about general insurance and its product line.

- In-depth knowledge of the Kolkata market, with strong connections in local industries and businesses.

About the client:

Our client is one of the trusted names in the financial industry and has built its legacy of excellence in the financial services. As an insurance broker, it continues to offer tailored solutions to the personal and business interests of its clients for the past two decades.

Job Roles and Responsibilities:

- Identify, develop, and acquire new clients in the Kolkata market for Non-EB insurance products.

- Build a robust pipeline of prospects, including SMEs, corporates, and industries requiring general insurance solutions.

- Develop and execute sales strategies to achieve revenue targets.

- Maintain and strengthen relationships with existing clients by providing tailored insurance solutions and exceptional service.

- Act as a trusted advisor to clients, ensuring their insurance requirements are comprehensively addressed.

- Stay updated with the latest market trends, competitor activities, and regulatory changes affecting the insurance industry in the Kolkata region.

- Leverage local market knowledge to customize insurance solutions for clients.

- Work closely with underwriters, insurance providers, and internal teams to ensure competitive quotes and smooth policy issuance.

- Coordinate with claims teams to assist clients in claim settlement processes.

- Maintain accurate records of sales activities, client interactions, and pipeline updates.

- Ensure adherence to regulatory and company compliance guidelines at all times.

Qualification and Experience:

- 5-15 years of experience in sales within the insurance broking industry, specifically in Non-EB insurance products (e.g., property, marine, liability, etc.).

- Bachelor's/Master's degree in Insurance, Finance, or a related field (preferred).

Other Details:

- Familiarity with CRM software and other sales tools to manage client data and sales pipelines.

- IRDAI certification or relevant insurance sales certifications will be an added advantage.

- Excellent communication, negotiation, and relationship management skills.

- Proven ability to meet or exceed sales targets.