Health Insurance Agent

We are looking for a motivated and result-oriented Health Insurance Sales Executive to drive health insurance sales, generate new business, and build strong relationships with customers. The ideal candidate should have good communication skills, sales acumen, and preferably experience in the insurance or BFSI sector.

• Key ResponsibilitiesGenerate leads and identify potential customers for health insurance products.
• Make outbound calls and conduct customer meetings to understand insurance requirements.
• Explain health insurance plans, benefits, coverage, exclusions, and policy terms to customers.
• Convert leads into successful policy sales and achieve monthly sales targets.
• Develop and maintain strong relationships with existing and prospective customers.
• Follow up with leads through calls, WhatsApp, email, and other communication channels.
• Coordinate with the underwriting, operations, and policy issuance teams for smooth processing.
• Maintain accurate records of leads, customer interactions, and sales activities in CRM.
• Ensure proper documentation and compliance with company and regulatory requirements.
• Identify cross-selling and upselling opportunities for additional insurance products.
• Provide post-sales support and assist customers with policy-related queries.
• Candidate RequirementsGraduate in any discipline.
• 1–5 years of experience in Health Insurance / General Insurance / Life Insurance / BFSI Sales.
• Candidates with experience in Direct Sales, Tele-sales, Bancassurance, Agency Sales, or Broking will be preferred.
• Strong communication and convincing skills.
• Target-oriented and self-motivated approach.
• Good negotiation and customer-handling skills.
• Basic knowledge of MS Office and CRM tools.
• Ability to work independently as well as in a team.