Sandeep Kaushik

Client Interaction: Handling inbound/outbound calls, understanding client needs, and explaining insurance benefits. Sales & Persuasion: Using strong communication and negotiation to convert leads into sales. Product Knowledge: Learning and presenting various insurance products (Life, Health, Motor, Travel). CRM Usage: Maintaining client data and tracking sales activities. Reporting: Processing information and preparing basic sales reports.

● Explained health insurance policies and coverage details to potential customers in simple, easy-to-understand terms. ● Generating leads through cold calling, referrals, and networking. ● Consistently achieved monthly and quarterly sales targets. ● Maintained relationships with clients to ensure policy renewals and cross-selling opportunities. ● Handled objections professionally and closed high-value sales. ● Used CRM tools to track leads, follow-ups, and conversions.

● Assisted the sales team in managing leads, preparing quotations, and processing customer orders. ● Coordinated between clients, sales team, and internal departments to ensure timely delivery. ● Maintained sales records, prepared MIS reports, and analyzed sales data for management. ● Handled customer inquiries, escalations, and provided prompt resolutions.