Associate – Sales Support

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: ₹10,587.45 - ₹22,000.00 per month

Benefits:

• Cell phone reimbursement

Work Location: In person