Health Insurance Counsellor

NIVA BUPA HEALTH INSURANCE COMPANY LIMITED

Position Health Insurance Counsellor Location DELHI-PUSAROAD

Department Direct Sales Function Sales and Distribution

Reporting to Sales Manager-Retail/ Branch Manager Band M8

Manager/IC Roles IC Role JD Code SND_DS_3203

Job Summary

(Describe the primary function and purpose of this role)

To achieve sales targets using consultative sales approach, whilst ensuring service levels and customer satisfaction remain

paramount.

To meet sales targets through fulfilment of leads, generating own references and conducting onsite sales.

Key Responsibilities Key Measures of Performance

(Mention a detailed description of key areas of focus, essential functions and primary responsibilities (Describe the major performance assessing criteria and

required to be performed by the incumbent to achieve business objectives) expectations from the role)

Create opportunities to achieve and increase sales, persistency and conversion

targets.

To ensure minimum number of sales calls per day are met

To ensure minimum productivity standards are met at all times

To use solution/consultative selling approach to provide the most appropriate

recommendations for prospective Max Bupa customers.

Providing world class customer experience - Demonstrate that you pay due

regard to the interests of the customers and treat them fairly

Driving new sales and revenue generation across all products

Clear understanding of the internal and regulatory policies

GWP New

GWP Renewals

Audit Findings

Referral Leads

Key Relationships (Internal / External)

(Mention the set of key internal and external

stakeholders)

Internal: Operations team

External: Policy Holders

Preferred Skill Set

(Describe the nature and level of key skill requiredpreferred to perform the jobs e.g. interpersonal skills, problem solving ability and business expertise)

Strong communication and interpersonal skills

Positive attitude and self motivation

Accountability for managing their targets

Minimum Qualification Minimum Experience

Graduation/ Post Graduation in any discipline from a recognized educational institute Minimum 1 year of experience is required

Full time