Field Specialist

Job Title : Field Sales Executive

Company : Policy Bazaar

Location : Policy Bazaar Insurance Brokers Private limited Diamond District 3rd floor, tower B, gate 2, HAL Old Airport Road Bangalore 560008

Experience :

1+ Years in Insurance Companies / DSAs

Role Overview :

We are seeking a dynamic and result-driven

Relationship Manager

to join our growing team in Chandigarh. The ideal candidate will have a proven track record in the insurance industry (either from an insurance company or DSA), with strong interpersonal and communication skills. You will be responsible for managing key relationships, driving sales performance, and ensuring a superior customer experience.

Key Responsibilities :

Build and maintain strong relationships with clients, acting as the primary point of contact for all insurance-related queries and needs.

Develop a deep understanding of client requirements and provide tailored insurance solutions.

Meet and exceed sales targets and quotas on a consistent basis.

Stay updated on the latest insurance products and market trends.

Develop strategies for customer retention, focusing on long-term relationships and repeat business.

Maintain accurate records of all client interactions and sales activities in CRM systems.

Prepare regular reports on sales performance, client feedback, and market trends.

Required Skills & Qualifications :

Minimum 1 year of proven experience in the insurance industry, preferably with experience in Insurance companies or DSAs.

Demonstrated track record of over-achieving sales quotas and targets.

Any graduate or equivalent qualification.

Strong communication and interpersonal skills.

Excellent negotiation and persuasion abilities.

Ability to work independently and manage multiple tasks efficiently.

Strong customer service orientation with the ability to build lasting relationships.

Familiarity with CRM systems and MS Office suite.

Self-motivated, goal-oriented, and driven to succeed.

A problem-solving mindset with the ability to think critically and act quickly.