Insurance Sales Executive

PolicyGhar; Lucknow; On-site; INR 250,000 - 500,000; Full time

Job summary

Policy Ghar is seeking an Insurance Sales Executive for our Lucknow office to promote and sell corporate insurance solutions through our platform and partner network. You will identify prospective clients, assess needs, present proposals, negotiate terms, and close deals while maintaining CRM records and coordinating with underwriting for smooth issuances and renewals.

You will also meet sales targets, participate in marketing initiatives, and stay updated on insurance products and market trends

Qualifications

• Must have proven ability to meet or exceed sales targets.
• Strong understanding of corporate insurance products and brokerage.
• Excellent customer service and relationship management.
• Excellent communication, negotiation, and presentation skills.
• Ability to work on-site in Lucknow and manage multiple clients.
• Bachelor’s degree in Business, Finance, Insurance, or related field; certifications in insurance or sales are a plus.
• Experience in B2B sales or corporate insurance is highly beneficial.

Responsibilities

• Promote and sell corporate insurance solutions through Policy Ghar’s platform and partner network.
• Identify prospective corporate clients and conduct needs assessments.
• Prepare and present proposals, negotiate terms, and close sales.
• Maintain accurate CRM records and reporting.
• Coordinate with underwriting and support teams for policy issuance and renewals.
• Meet sales targets and participate in marketing initiatives.
• Stay updated on insurance products, regulations, and market trends.

Skills

Insurance Sales

Sales targets

Customer Service

Communication

Negotiation

Presentation

Time management

On-site Lucknow

Education

Bachelor’s degree in Business/Finance/Insurance

Job description

Company Description: Policy Ghar

is a leading insurance aggregator based in Lucknow, providing a wide range of corporate insurance solutions to businesses across India. Through a robust web-based platform, clients can compare and choose from comprehensive policies covering property, liability, employee benefits, and more. The organization partners with top insurance providers to offer high-quality coverage at competitive prices. A team of experienced insurance professionals works closely with clients to understand their needs and deliver tailored solutions. Policy Ghar is committed to long-term client relationships, exceptional customer service, and making the insurance buying process simple and transparent.

Role Description:

The Insurance Sales Executive is a full-time, on-site role based in Lucknow, responsible for promoting and selling corporate insurance solutions through Policy Ghar’s platform and partner network. Day-to-day activities include identifying prospective corporate clients, conducting needs assessments, and recommending suitable insurance products. The role involves preparing and presenting proposals, negotiating terms, and closing sales while maintaining accurate records in CRM and reporting tools. The Insurance Sales Executive will collaborate with underwriting and support teams to ensure smooth policy issuance and renewals, and provide ongoing customer service, including responding to queries, resolving issues, and supporting clients with claims-related coordination. The position also includes meeting sales targets, participating in marketing initiatives, and staying updated on insurance products, regulations, and market trends.

Qualifications:

• Strong Insurance Sales and Sales skills, with a proven ability to meet or exceed targets.


• Solid understanding of Insurance and Insurance Brokerage concepts, particularly in corporate insurance products.


• Excellent Customer Service skills, with the ability to build trust, manage relationships, and handle client queries effectively.


• Effective communication, negotiation, and presentation skills, with attention to detail and follow-through.


• Ability to work on-site in Lucknow, manage time efficiently, and handle multiple client accounts.


• Bachelor’s degree in Business, Finance, Insurance, or a related field preferred; relevant certifications in insurance or sales are an advantage.


• Experience in B2B sales or corporate insurance is highly beneficial.