Sales Co-ordinator

1 week ago


Ahmedabad, Gujarat, India JK Securities Private Limited Full time ₹ 1,80,000 - ₹ 3,60,000 per year

Contact Details : Prashant Goriya)

Job Title: Sales Coordinator – Insurance Broking

Location: Gujarat (or specify city)

Experience: 1–3 Years (preferably in Insurance / Broking / Financial Services)

Fluency In English is Must

1. Sales Coordination & Support

  • Assist the sales team in generating quotations, proposals, and comparisons for Life, General, and Health Insurance.
  • Coordinate with insurance companies for premium rates, policy issuance, and renewals.
  • Maintain follow-up with clients and prospects on documentation, payments, and renewals.
  • Prepare MIS reports for daily, weekly, and monthly sales performance.

2. Client Servicing

  • Handle client queries and provide timely updates on policy status.
  • Ensure customer satisfaction by resolving service-related issues promptly.
  • Coordinate between clients, underwriters, and sales executives for smooth policy processing.

3. Documentation & Compliance

  • Maintain proper records of proposals, premium receipts, policy copies, and client communications.
  • Ensure adherence to IRDAI guidelines and company compliance norms.
  • Assist in KYC verification and documentation for new and existing clients.

4. Reporting & Communication

  • Update management on sales pipeline and targets.
  • Support in data entry, CRM updates, and lead management systems.
  • Communicate effectively between internal teams — Sales, Operations, and Accounts.

Required Skills:

  • Strong coordination and multitasking ability.
  • Proficiency in MS Excel, Word, and CRM tools.
  • Good understanding of insurance products (Life, Health, Motor, Corporate).
  • Excellent written and verbal communication.
  • Attention to detail and accuracy in documentation.

Job Type: Full-time

Pay: ₹25, ₹30,000.00 per month

Work Location: In person


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