Niva Bupa Health Insurance
Job Description 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