Sales Co-ordinator - Female Only

Contact Details : 91578 08887 (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: ₹25,000.00 - ₹30,000.00 per month

Work Location: In person