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Telecaller

Published date: 2024/01/10
  • Location: Bengaluru, Karnataka, India
Responsibilities:⦁ Develop marketing strategies and promote all types of new insurance contracts or suggest additions/changes to existing ones⦁ Breed productive relationships to create a pool of prospective clients from various sources by networking, cold calling, using referrals etc.⦁ Evaluate business or individual customers’ needs and financial status and propose protection plans that meet their criteria⦁ Work with clients to deliver risk management strategies that fit their risk profiles⦁ Report the progress of monthly/quarterly initiatives to stakeholders⦁ Maintain bookkeeping systems, database and records⦁ Monitor insurance claims to ensure mutual satisfaction⦁ Achieve customer acquisition and revenue growth objectives⦁ Constantly update job knowledge and learn about new products and services⦁ Fulfill all policy requirements.⦁ Identifies prospective clients through leads and referrals⦁ Schedules client meetings⦁ Performs follow-up calls as needed⦁ Advises on insurance coverage⦁ Conducts periodic policy reviews⦁ Prepares insurance proposals⦁ Completes requirements and submits to underwriters
Company Name: Yashogiri group

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