Insurance Sales Executive

PolicyGhar; Lucknow; On-site; INR 400,000 - 700,000; Full time

Job summary

PolicyGhar, Lucknow-based insurance aggregator, seeks an Insurance Sales Executive to drive corporate insurance sales on-site. You will identify prospects, assess client needs, prepare proposals, and close deals while coordinating with partners for quotes and documentation.

The role emphasizes consultative selling, strong communication, and relationship management to deliver tailored coverage and service quality for business clients in India.

Qualifications

• Strong Insurance Sales and sales targets track record.
• Solid insurance and brokerage knowledge of corporate products.
• Excellent customer service, able to build trust and manage expectations.
• Effective communication, negotiation and presentation skills for corporate clients.
• Good analytical and problem-solving abilities to assess risk and options.
• Experience in corporate or commercial insurance sales is beneficial; familiarity with property, liability and employee benefits helps.
• Bachelor’s degree in business/finance/commerce; CRM tools proficiency preferred.

Responsibilities

• Generate new corporate insurance business and manage client relationships.
• Meet sales targets through consultative selling and prospect qualification.
• Prepare and present insurance proposals; follow up to close sales.
• Coordinate with insurance partners for quotes and documentation.
• Support clients through policy issuance and renewals; collaborate with internal teams for a smooth experience.
• Stay updated on products, regulatory requirements and market trends.

Skills

Insurance Sales

Sales skills

Customer Service

Communication

Negotiation

Presentation

Analytical thinking

Education

Bachelor’s degree in business/finance/commerce

Tools

CRM tools

Job description

Company Description

PolicyGhar is a well-established insurance aggregator based in Lucknow, serving businesses across India with a wide range of corporate insurance solutions. Through its web-based platform, the company enables clients to compare and select policies covering property, liability, employee benefits, and more at highly competitive rates. PolicyGhar partners with leading insurance providers to offer comprehensive coverage options while maintaining a strong focus on value and service quality. A team of experienced insurance professionals works closely with clients to understand their specific needs and design tailored solutions. The company is committed to long-term client relationships, providing ongoing support and customer service to ensure peace of mind and reliable protection for businesses.

Role Description

The Insurance Sales Executive is a full-time, on-site role based in Lucknow. This position is responsible for generating new corporate insurance business, managing client relationships, and meeting sales targets through consultative selling. Day-to-day responsibilities include identifying and qualifying prospects, conducting needs assessments, preparing and presenting insurance proposals, and following up to close sales. The role also involves coordinating with insurance partners to obtain quotes, ensuring accurate documentation, and supporting clients through policy issuance and renewals. The Insurance Sales Executive will collaborate with internal teams to provide a smooth client experience and maintain up-to-date knowledge of insurance products, regulatory requirements, and market trends.

Qualifications

• Candidates should possess strong Insurance Sales and Sales skills, with a track record of meeting or exceeding business development targets.
• Candidates should possess solid Insurance and Insurance Brokerage knowledge, including understanding of corporate insurance products and policy structures.
• Candidates should possess excellent Customer Service skills, with the ability to build trust, manage client expectations, and provide ongoing support.
• Candidates should possess effective communication, negotiation, and presentation skills to engage corporate clients and explain complex coverage details clearly.
• Candidates should possess good analytical and problem-solving abilities to assess risk, compare policy options, and recommend suitable insurance solutions.
• Relevant experience in corporate or commercial insurance sales is highly beneficial; familiarity with property, liability, and employee benefits policies is a plus.
• A bachelor’s degree in business, finance, commerce, or a related field is preferred, along with proficiency in basic computer applications and CRM tools.
• Ability to work on-site in Lucknow, manage a field-based sales schedule, and adapt to a fast-paced, target-driven environment.