Life Insurance Sales Process

Relationship Manager – Insurance Sales.

Identifying, recruiting, and onboarding new agents - POSP, ensuring they meet company standards and are properly trained. 

Achieving Sales Target

Providing ongoing training and development opportunities for agents, including product knowledge, sales techniques, and professional skills. 

Guiding agents in achieving sales targets, developing sales strategies, and identifying new business opportunities. 

Building and maintaining strong relationships with agents, providing support and addressing their needs. 

Tracking agent performance, identifying areas for improvement.

Developing and implementing strategies to grow the agency channel, expand market share, and increase profitability. 

Serving as a point of contact between the agency and the company, coordinating with various departments to support the agent network. 

Required skills

• Proven working experience as an Insurance Agent or relevant experience from Broking Industry Insurance
• Familiarity with all types of insurance plans (automobile, fire, life, property, medical etc)
• Basic computer knowledge and statistical analysis

Designation: Business Development Executive 

Location: Indore (M. P.) - Work from office

Duration : Full time   

Responsibilities:

1.  Identifying opportunities for new business through following up on leads and conducting research on target clients

2.  New business generation by meeting potential clients to understand needs and providing relevant solutions

3.  Contacting potential clients to establish rapport and arrange meetings.

4.  Planning and overseeing new marketing initiatives.

5.  Researching organizations and individuals to find new opportunities.

6.  Increasing the value of current customers while attracting new ones.

7.  Finding and developing new markets and improving sales.

8.  Attending conferences, meetings, and industry events.

9.  Developing quotes and proposals for clients.

10. Experience in generating leads through Upwork, Freelancer, LinkedIn and other portals.

11. Developing goals for the development team and business growth and ensuring they are met.

12. Training personnel and helping team members develop their skills.

Requirements:

1.  Bachelor’s degree in business, marketing or related field.

2.  Experience in sales, marketing or related fields.

3.  Strong communication skills and IT fluency.

4.  Ability to manage complex projects and multi-task.

5.  Excellent organizational skills.

6.  Ability to flourish with minimal guidance, be proactive, and handle uncertainty.

7.  Proficient in Word, Excel, Outlook, and PowerPoint.

8.  Comfortable using a computer for various tasks

SAP CONCUR

• Assisting and coordinating with operations team
• supporting administrative staff
• conducting marketing research
• documentation and reporting to the operations department
• preparing reports on competitor product analysis
• ensuring if everything is working in a perfect manner
• using technology to keep the company updated behind the curtains
• Should be responsible for efficient dealing of complaints to completion and enabling satisfaction of customer.
• Responsible for rendering useful administrative support to other members of the customer care team.
• Responsible for documenting all calls with regards to participant inquires accurately using Call Tracking System.
• Responsible for monitoring Call tracking for responses from administrative team so call returns are done in a timely fashion.
• Responsibility is to Follow-up with participants within a 24-hour period in regards to the initial phone call even if it is to just touch base and let participant know inquiry is still be researched.
• Responsibility is to answer participant questions, as well as question participants to obtain full understanding of what information is being requested.

Legal Assistant responsibility include:

• Negotiate, review, drafting, vetting of various contracts and agreements 

• Drafting knowledge of notices/reply notice/letters to any govt., & Non-Govt. authorities.

• Drafting of other miscellaneous documents like Power of Attorney, Undertakings required as per the need of business, Memorandum of Understanding, No Objection Certificate (NOC)

• Responsible for supporting Groups Secretarial function, convening of Board shareholders & Committee Meeting

• Attending and handling court cases, case notices and handle all litigation matters with support of external counsel;

• Submission of reports/ MIS/ litigation updates, contract trackers to the Department on monthly & quarterly basis.

• Conduct research on relevant laws, regulations

• Taking care of any matter as and when received from the management and advising them within the legal ambit.

• Maintain knowledge of all new changes in the law, analyze implications and suggest a manner of implementation.

• Responsible for maintaining all legal records & documents within the legal department.

• Organize and maintain documents in a paper or electronic filing systems.
• Maintaining of statutory register and records

• To work with external law firms, other consultants, statutory auditors as and when required.

• Manage the day-to-day affairs of assigned sub-tasks.

• Perform other tasks as assigned to support the department as and when required.

JOB DESCRIPTION -

● Writing tested, idiomatic, and documented TypeScript, JQuery, HTML5,

CSS

● Proven experience working with Angular 2+ versions and good to have

experience on angular material

● Strong understanding of front-end WEB technologies

● Familiarity with design concepts and constraints on web

● Able to write Unit-test code for robustness

● Proficient in Problem Solving

● Hands on experience in Responsive Web Development

● Hands on experience in developing dynamic web applications based on

REST APIs

● Good to have hands on experience on Agile methodology

Customer / Tech Support Engineer JD

We are looking for a Customer Support Engineer/Tech Support Engineer who will be solving high-priority customer technical issues in a fast-paced environment. The support team is the foundation of everything the company does, and we take the role of supporting our merchants seriously. This is a highly cross-functional role; you'll work closely with company’s merchants to uncover their business goals and then coach them on the best ways to use the company website to achieve them. Your role would involve explaining technical concepts, providing support for overall systems testing and implementation into the production, and creating and improving documents that help customers solve their problems. If you are someone who enjoys solving merchants' technical problems, we want to hear from you.

• Participate in requirement, design discussions, and come up with solutions according to functional specifications
• Develop in-depth product expertise as a master Fulfil user and teacher
• Translate highly complex business requirements into technical solutions through efficient design and using appropriate tools and technologies
• Technical support and troubleshooting production issues and solution implementation
• Collaborating with the product team to share customer feedback, ensuring we continue to learn and improve our product and processes
• Identifying and resolving application issues, providing feedback for product improvements and overall direction
• Proactively identify areas of improvement and talk to our customers to ensure they are getting the most out of the product
• Involved in other programming and documentation including API references, guides, and tutorials
• Take an analytical approach to tracking points of friction for users, and then work with other teams to make those parts of our platform better

• Demonstrated proficiency with Python and SQL
• Relevant experience in working with eCommerce industry APIs e.g. Shopify, Magento, shipping carriers (e.g. USPS, DHL, FedEx etc), and Payment platforms
• Ability to adapt and write high-quality code that will be peer-reviewed.
• Familiarity with code versioning tools like GIT.
• Experience in working with web services i.e. HTTP, REST, JSON
• Superior interpersonal and customer support skills to provide excellent service