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Insurance Sales
2 weeks ago
About the Role
Rakshati FinServ is seeking a proactive and detail-oriented
Insurance Sales & Operations Associate
to join our growing team in Gurugram. This role is ideal for individuals looking to build a career in insurance and financial services. You will handle insurance quotations, claims processing, and provide operational support to ensure a seamless client experience.
Key Responsibilities
- Insurance Quotations
– Generate accurate quotes for vehicle, health, travel, home, and life insurance; negotiate with insurers for competitive terms. - Claims & After-Sales Service
– Assist in claims management and deliver prompt after-sales client support. - Relationship Management
– Maintain strong vendor relationships; coordinate between internal teams and partners. - Data & Sales Support
– Manage renewals, sales records, and documentation; support backend operations to improve closure rates. - Operational Efficiency
– Use Excel and CRM tools to streamline workflows; provide admin support to the sales team.
Qualifications & Skills
- Graduate in any discipline (Finance/Commerce preferred)
- 0–1 year of experience in financial services/insurance
- Proficient in MS Excel & CRM tools
- Strong verbal/written communication and negotiation skills
- Ability to multitask and prioritize in a dynamic environment
Compensation & Benefits
₹6,60,000 total package: ₹3,50,000 base salary + ₹14,000 health & personal accident cover + up to ₹2,96,000 performance bonus.
Why Join Us?
- Fast-paced growth environment
- Innovative, collaborative culture
- Competitive pay with medical benefits
Location: Gurugram, Haryana (On-site)