Sales Co-ordinator
7 days ago
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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