Insurance Executive – Calibre Investments5 min read

Job Title

Insurance Executive

Company Profile

• We are an organisation specialising in Personal Financial Management. Our model is to serve from the front and we take full responsibility for our efforts. We consider continuous and in-depth research as a key factor for success.

  We offer a progressive planning practice that differentiates itself by being disciplined, well researched and profitable. We are a privately owned company and therefore core decisions regarding our processes and practices start at the grassroot level; ensuring that all angles are covered in the decision making process.

Job Profile & Responsibilities

• Promote sales of various insurance products at Calibre Investments.
• Work closely with the investment team to assess the insurance needs of clients and prospects.
• Create and follow sales strategies for insurance business.
• Remain updated on the salient features of all insurance products marketed by Calibre Investments, and maintain proper records of the same.
• Maintain records of all transactions done in both offline and online modes.
• Ensure the availability of all required forms of all types of insurance products.
• Follow up on insurance applications submitted, and keep the clients updated on their status.
• Ensure that the insurance process is smooth and error-free.
• Assist clients in their claim process as and when required.
• Maintain online and offline files of clients.
• Coordinate with the respective insurance companies as and when required.
• Increase the client base by generating prospects for conversion.

Preferred Qualifications

• Graduate or Post Graduate.
• CWM is preferred.

Desired Candidate Profile

• This is an entry level position.
• Freshers can apply.