Job Description
professional who makes sure individuals are protected from life-threatening illnesses or unfortunate accidents. They negotiate and buy coverage to fit any need, whether youre an individual looking for health insurance or a business owner needing property protection
Requirements
Identifies prospective clients through leads and referrals.
Schedules client meetings.
Performs follow-up calls as needed.
Advises on insurance coverage.
Conducts periodic policy reviews.
Prepares insurance proposals.
Completes requirements and submits to underwriters.
back office is the portion of a company made up of administration and support personnel who are not client-facing. Back-office functions include settlements, clearances, record maintenance, regulatory compliance, accounting, and IT services.
Requirements
Identifies prospective clients through leads and referrals.
Schedules client meetings.
Performs follow-up calls as needed.
Advises on insurance coverage.
Conducts periodic policy reviews.
Prepares insurance proposals.
Completes requirements and submits to underwriters.
back office is the portion of a company made up of administration and support personnel who are not client-facing. Back-office functions include settlements, clearances, record maintenance, regulatory compliance, accounting, and IT services.
💡 Quick Summary
Seeking a career-building opportunity? The Finance sale executive position is now open for candidates interested in the MIS Executive sector. This role in Kolkata offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in MIS Executive is a plus.
