Akhila

Proactively source potential customers through
networking, cold calls, and referrals to expand the
customer base.
Identify and contact potential clients to build
relationships and explain insurance products.
Achieve and surpass sales targets for insurance
policies.
Conduct consultations with clients to understand
their financial needs and risk profiles.
Explain the features and benefits of various two
wheeler insurance policies, guiding clients to the best
coverage.
Customize insurance plans and packages to meet
individual client requirements and goals.
Guide clients through the entire purchase process,
from initial inquiry to policy issuance.
Manage administrative tasks, including preparing and
submitting application documents.
Maintain accurate client records and prepare reports
for management.
Provide excellent customer service to existing clients,
addressing their questions and concerns.
Handle policy renewals and assist clients with the
insurance claim process.
Build and maintain strong, trusting relationships with
customers to ensure long-term loyalty.
Stay informed about the latest trends, products, and
best practices in the insurance industry.
Ensure all sales activities and policy offerings comply
with company regulations and industry standards.