
Associate – Sales Support
20 hours ago
Job Title: Associate – Sales Support
Department: Sales / Business Development
Location: Ghatlodia
Reports to: AVP
Role Overview:
The Associate – Sales Support will assist the sales and business development team in client acquisition, servicing, and back-end coordination. The role ensures smooth execution of proposals, documentation, follow-ups, and client communication, enabling the sales team to focus on closing business.
Key Responsibilities:
- Prepare and share quotations, proposals, and presentations in coordination with insurers and sales managers.
- Assist in preparing comparison charts, renewal trackers, and policy documents.
- Coordinate with clients for required documents, KYC, and proposal forms.
- Maintain CRM / MIS for leads, opportunities, and sales pipeline updates.
- Ensure timely follow-up with internal teams, insurers, and clients for smooth policy issuance and renewals.
- Handle email communications and support the sales team in scheduling meetings/appointments.
- Provide after-sales support to clients including endorsements, queries, and servicing requests.
- Prepare periodic sales performance reports and dashboards.
Key Skills & Competencies:
- Strong coordination and organizational skills.
- Good written and verbal communication.
- Proficiency in MS Office (Excel, PowerPoint, Word) and CRM tools.
- Ability to multitask and work under deadlines.
- Detail-oriented with problem-solving attitude.
Qualifications & Experience:
- Graduate (preferably in Commerce/Management/Insurance).
- 1–3 years of experience in sales coordination, client servicing, or insurance broking support.
- Knowledge of general insurance products (preferred).
Career Path:
Opportunity to grow into Sales Executive / Business Development role or Client Servicing Specialist based on performance.
Job Types: Full-time, Fresher
Pay: ₹10, ₹22,000.00 per month
Benefits:
- Cell phone reimbursement
Work Location: In person
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