Telesales Agent at Ombrella Insure

Key Responsibilities

• Make daily outbound calls to drive lead conversion and achieve sales targets.
• Maintain accurate customer data in the CRM system and follow up on leads effectively.
• Needs Assessment: Understand clients' insurance needs and provide personalized solutions.
• Policy Sales: Sell various insurance products, such as life, health, auto, and home insurance.
• Policy Servicing: Assist clients with policy applications, claims, and other issues
• Risk Assessment: Evaluate clients' risk profiles to determine policy terms and premiums.
• Premium Collection: Collect premiums from clients and ensure timely payments.
• Claims Support: Help clients file claims and provide support throughout the process
• Achieve daily, weekly, and monthly telesales performance KPIs.
• Maintain a deep understanding of the Insurance Policies
• Provide feedback to marketing, product, and customer support on customer trends, needs, and product experience.
• Ability to communicate clearly and effectively. 

Required Qualifications & Experience

• Minimum of OND / HND / BSc in any discipline
• 0–2 years sales experience (insurance or retail sales preferred)
• Strong communication and persuasion skills
• Basic financial literacy
• Ability to work independently and meet expectations