Sales Officer

Kaabil; Gurgaon; On-site; INR 250,000 - 450,000; Full time

Job summary

Kaabil in India seeks a field-oriented insurance executive to proactively contact policyholders for renewal premium collections, conduct field visits to collect payments, and engage lapsed customers to revive policies.

The role identifies upsell and cross-sell opportunities, assists walk-in customers with surrender alternatives to retain them, and aims to meet collection and retention targets while keeping detailed records of interactions and outcomes.

Responsibilities

• Proactively contact policyholders to collect renewal premiums.
• Conduct field visits to collect payments from customers.
• Identify and engage lapsed policyholders to revive policies.
• Identify upsell and cross-sell opportunities for additional insurance products.
• Assist walk-in customers with surrender options to retain them.
• Achieve collection and retention targets as per company goals.
• Maintain accurate logs of interactions, payments, and surrender outcomes.

Job description

Responsibilities

1. 1.Proactively reach out to policyholders for renewal premium collections
2. 2.Conduct fields visits to meet customers and facilitate premium payments
3. 3.Identify and engage lapsed policyholders to encourage policy revival
4. 4.Identify upselling and cross selling opportunities for additional insurance products
5. 5.Engage with customers walk in for surrender and provide solutions and alternatives to retain the customer
6. 6.Achieve collection and retention targets as per company objectives
7. 7.Maintain accurate records of customer interactions, payment collections and surrender retention efforts.