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