Life Insurance Sales Coordinator

2 - 4 years

2 - 3 Lacs

Posted:1 day ago| Platform: GlassDoor logo

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On-site

Job Type

Full Time

Job Description

Job Title: Life Insurance Sales Coordinator

Location: Vadodara
Experience: 2–4 years ( Life Insurance)
Salary: ₹2.2 LPA – ₹3 LPA

Position Overview:

We are hiring a Sales Coordinator to join our Life Insurance division in Vadodara. This role is ideal for candidates with a background in the insurance or financial sector, who excel at organizing sales operations, managing client interactions, and maintaining accurate records.

Responsibilities:

  • Provide administrative and coordination support to the sales team to ensure seamless operations.
  • Maintain up-to-date client data using CRM tools and internal systems.
  • Handle customer communication with professionalism and clarity across various channels.
  • Create and manage reports, sales trackers, and presentations to support business needs.
  • Monitor sales activity and assist in compiling performance metrics for internal review.
  • Work closely with marketing and other departments to support sales campaigns and initiatives.
  • Help with client follow-ups, inquiries, and feedback to maintain strong relationships.
  • Identify opportunities to enhance workflow and streamline processes within the sales function.

Candidate Requirements:

  • 2 to 4 years of hands-on experience in a coordination or support role within the Life Insurance industry.
  • Good command of Microsoft Office tools (Excel, Word, PowerPoint) and CRM platforms.
  • Strong organizational skills with attention to detail and accuracy.
  • Effective communicator with the ability to build rapport with internal teams and clients.
  • Capable of managing multiple tasks while meeting deadlines in a fast-paced environment.
  • Understanding of MIS reporting, data analysis, and sales support functions.

Job Type: Full-time

Pay: ₹220,000.00 - ₹300,000.00 per year

Benefits:

  • Paid time off
  • Provident Fund

Work Location: In person

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