Insurance executive ( surat)

Naukripay; Surat; On-site; INR 167,000 - 391,000; Full time

Benefits offered by this job

Incentives

Job summary

Naukripay is seeking a motivated Insurance Executive in Surat to handle insurance sales, customer relationships, policy servicing, renewals, and documentation. You will identify customer needs and recommend suitable insurance products, while maintaining strong relationships and meeting monthly sales targets.

Ideal candidates have 1–3 years in insurance or related fields, solid communication skills, and proficiency with MS Office and CRM systems.

Qualifications

• Graduate in any discipline preferred.
• 1–3 years of experience in insurance, banking, financial services, or sales preferred.
• Good communication and interpersonal skills.
• Strong customer-service and convincing abilities.
• Basic knowledge of MS Office and CRM systems.
• Target-oriented and self-motivated.

Responsibilities

• Generate leads and acquire new insurance customers.
• Explain policies, coverage, benefits, terms, and premiums.
• Sell life, health, motor, or general insurance products as applicable.
• Follow up with prospective customers and convert leads into sales.
• Maintain strong relationships with existing customers.
• Assist customers with policy renewals, claims, endorsements, and documentation.
• Ensure accurate completion of application and KYC documents.
• Achieve monthly and quarterly sales targets.
• Maintain customer and sales records.
• Coordinate with insurers and internal teams for policy processing.
• Provide excellent after-sales service and resolve customer queries.

Skills

Insurance Sales

CRM

MS Office

Communication

Negotiation

Lead Generation

Customer Relationship

Education

Graduate degree

Tools

CRM

MS Office

Job description

Surat City, India | Posted on 09/09/2026

We are looking for a motivated and customer-focused Insurance Executive to handle insurance sales, customer relationships, policy servicing, renewals, and documentation. The candidate will identify customer needs and recommend suitable insurance products.

Key Responsibilities

• Generate leads and acquire new insurance customers.
• Explain insurance policies, coverage, benefits, terms, and premiums.
• Sell life, health, motor, or general insurance products as applicable.
• Follow up with prospective customers and convert leads into sales.
• Maintain strong relationships with existing customers.
• Assist customers with policy renewals, claims, endorsements, and documentation.
• Ensure accurate completion of application and KYC documents.
• Achieve monthly and quarterly sales targets.
• Maintain customer and sales records.
• Coordinate with insurance companies and internal teams for policy processing.
• Provide excellent after-sales service and resolve customer queries.
• Follow company policies and applicable insurance regulations.

Requirements

• Graduate in any discipline preferred.
• 1–3 years of experience in insurance, banking, financial services, or sales preferred.
• Good communication and interpersonal skills.
• Strong customer-service and convincing abilities.
• Basic knowledge of MS Office and CRM systems.
• Target-oriented and self-motivated.
• Ability to work independently and as part of a team.

Key Skills

• Insurance Sales
• Customer Relationship Management
• Lead Generation
• Policy Servicing
• Renewals
• Claims Support
• Communication
• Negotiation
• Documentation
• MS Office
• CRM

₹15,000 – ₹35,000 per month + incentives, depending on experience and company policy.