Sales Manager- Health Insurance

1. Lead Management & Conversion

• Handle inbound leads generated through digital campaigns, website inquiries, and call centers.
  
• Conduct outbound calling to potential customers to explain health insurance products.
  
• Convert qualified leads into policy sales while meeting monthly targets.
  

2. Customer Engagement

• Understand customer medical history, financial needs, and coverage requirements.
  
• 
  Offer suitable health insurance solutions with transparent explanations of benefits, terms, and exclusions.
  
• Maintain high levels of customer satisfaction and trust.
  

3. Sales Process & Documentation

• Complete sales formalities: proposal forms, KYC, premium payment, and underwriting requirements.
  
• Ensure accurate documentation and timely submission of applications.
  
• Follow up on pending proposals, medical tests, and approvals.
  

4. Compliance & Quality

• Adhere to IRDAI regulations, company policies, and ethical sales practices.
  
• Ensure accurate product disclosure and proper customer onboarding.
  
• Maintain required certifications (e.g., POSP/Agent License, if applicable).
  

5. Reporting & Coordination

• Update daily sales activity and lead status in CRM systems.
  
• Coordinate with internal teams such as underwriting, operations, and customer service.
  
• Provide feedback on lead quality, customer queries, and market trends.