Health Insurance Agent
Identify and develop new business opportunities in the health insurance segment. Generate leads through field visits, cold calling, references, digital channels, and networking. Promote health insurance products to individuals, families, SMEs, corporates, and other eligible customer segments. Achieve monthly, quarterly, and annual sales targets. Develop and maintain a strong sales pipeline to ensure consistent business growth. Build and maintain long-term relationships with customers, corporate clients, channel partners, and referral sources. Understand customer requirements and recommend suitable health insurance products. Explain policy benefits, coverage, exclusions, waiting periods, premiums, and claim procedures accurately. Follow up with prospective customers and support policy renewals. Address customer queries and coordinate with the concerned teams for timely resolution. Maintain daily sales reports, lead records, customer databases, and pipeline updates. Prepare periodic business development reports and sales forecasts. Coordinate with underwriting, operations, customer service, and policy issuance teams. Monitor sales performance, conversion ratios, renewal opportunities, and customer feedback.
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