Sales Executive Job – Navjivan Circle, Surat

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Job Description

Confer with clients to obtain and provide information when claims are made on a policy.
Contact underwriter and submit forms to obtain binder coverage.
Customize insurance programs to suit individual customers, often covering a variety of risks.
Develop marketing strategies to compete with other individuals or companies who sell insurance.
Ensure that policy requirement are fulfilled, including any necessary medical examinations and the completion of appropriate forms.
Explain features, advantages and disadvantages of various policies to promote sale of insurance plans.
Explain necessary bookkeeping requirements for customer to implement and provide group insurance program.
Inspect property, examining its general condition, type of construction, age, and other characteristics, to decide if it is a good insurance risk.
Install bookkeeping systems and resolve system problems.
Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage.
Monitor insurance claims to ensure they are settled equitably for both the client and the insurer.
Perform administrative tasks, such as maintaining records and handling policy renewals.
Plan and oversee incorporation of insurance program into bookkeeping system of the company.
Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
The select company that offers the type of coverage requested by the client to underwrite the policy.
Sell various types of insurance policies to businesses and individuals on behalf of insurance companies, including automobile, fire, life, property, medical and dental insurance or specialized policies such as marine, farm/crop, and medical malpractice.