Front Office Executive

2 weeks ago


Vadodara, Gujarat, India Laverne Fintech Full time

Front Office Executive (Insurance Sales Representative)

Position Title: Insurance Sales Representative

Company Overview

Laverne Fintech is the Indian arm of La Verne Capital Pty Ltd , a well-established financial services company based in Australia. We specialize in providing financial planning, general insurance, home loans, and investment services to Australian clients. Our team supports backend and client-facing operations across a range of financial products.

Position Summary

We are seeking a motivated and customer-focused Front Office Executive to join our Insurance Sales team . This role involves direct interaction with Australian clients to explain insurance products, handle inquiries, and support sales activities. The ideal candidate must possess excellent English communication skills, a strong customer service mindset, and a proactive approach to sales and coordination tasks.

Key Responsibilities

  • Serve as the first point of contact for incoming and outgoing client communication.
  • Conduct outbound calls to prospective clients to promote and explain insurance products.
  • Respond to client queries via phone and email in a professional and timely manner.
  • Assist in preparing quotations, insurance applications, and other required documents.
  • Maintain client records and update into systems.
  • Collaborate with internal teams to ensure efficient service delivery and issue resolution.
  • Achieve individual and team-based performance targets related to lead conversion and customer engagement.
  • Ensure compliance with company policies and Australian insurance regulations and guidelines.
  • Keeps up with industry changes and adjusts sales tactics.
  • Balances prospecting, closing, and customer follow-up

Qualifications and Skills

  • 4 to 5 years of experience in front office, sales, customer service, or related roles (insurance or financial services preferred).
  • Excellent command of spoken and written English is mandatory.
  • Confident communicator with strong interpersonal and negotiation skills.
  • Ability to multitask, prioritize, and manage time effectively.
  • Uses logic, emotion, and timing to influence effectively.
  • Can clearly explain the value of a product or service.
  • Works toward clear targets and sales KPIs
  • Experience in Insurance Background is an added advantage

Job Timing:

  • Willingness to work in an early morning shift to align with Australian business hours (5:00 AM to 2:00 PM IST)

Job Location:

  • Work From Office only

Compensation and Benefits

  • Salary Range: ₹30,000+ per month (commensurate with experience)
  • Incentives: Performance-based sales incentives

Additional Benefits:

  • Health Insurance
  • Provident Fund (PF)
  • Punctuality Bonus
  • Petrol Allowance


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