Insurance Sales Executive

PolicyGhar; Lucknow; On-site; INR 300,000 - 540,000; Full time

Job summary

Policy Ghar, Lucknow-based, seeks an Insurance Sales Executive to identify corporate clients, present suitable policies, and drive end-to-end sales. You will assess risk, prepare proposals, and negotiate terms with insurers, supporting onboarding and renewals. On-site role with a client-focused, target-driven environment.

You will maintain records, coordinate with internal teams and partners, and strive to achieve growth targets while upholding high service standards.

Qualifications

• Strong skills in Insurance Sales with a target-driven approach.
• Knowledge of corporate insurance products such as property, liability, and employee benefits.
• Excellent customer service and relationship-building.
• Excellent communication, negotiation, and presentation skills.
• Comfort with web-based platforms and basic office software.
• Bachelor’s degree in business, finance, insurance, or related field.
• Experience in corporate insurance or B2B sales is an advantage.
• Ability to work on-site in Lucknow and manage multiple accounts.

Responsibilities

• Identify prospective corporate clients and present suitable insurance solutions.
• Manage end-to-end sales process from lead generation to policy closure.
• Assess client risk and coverage needs; prepare proposals and negotiate terms.
• Support onboarding and renewals; maintain sales records and coordinate with teams.

Skills

Insurance Sales

Sales

Corporate Insurance

Education

Bachelor’s degree in business, finance, insurance, or related field

Tools

CRM or similar

Office software

Job description

Company Description: Policy Ghar is a well-established insurance aggregator based in Lucknow, providing a wide range of corporate insurance solutions to businesses across India. Through a web-based platform, clients can compare and select from diverse policies covering property, liability, employee benefits, and more. The organization partners with leading insurance providers to offer comprehensive coverage at competitive prices. A team of experienced insurance professionals works closely with clients to understand their needs, simplify the buying process, and deliver tailored solutions. Policy Ghar is committed to long-term client relationships, high-quality service, and ongoing support to ensure businesses feel confident and protected.

Role Description: This is a full-time, on-site Insurance Sales Executive role based in Lucknow. The Insurance Sales Executive will identify prospective corporate clients, present suitable insurance solutions, and manage the end-to-end sales process from lead generation to policy closure. Responsibilities include assessing client risk and coverage needs, preparing proposals, negotiating terms with insurers and clients, and supporting clients during onboarding and renewals. The role also involves maintaining accurate sales records, coordinating with internal teams and insurance partners, and ensuring a high level of customer service and follow-up. The Insurance Sales Executive will contribute to business growth targets while upholding Policy Ghar’s standards of professionalism and client care.

Qualifications:

• Strong skills in Insurance Sales and Sales, with a proven ability to meet or exceed targets.
• Knowledge of Insurance and Insurance Brokerage, including corporate products such as property, liability, and employee benefits.
• Excellent Customer Service skills, with the ability to build trust, handle queries, and maintain long-term client relationships.
• Effective communication, negotiation, and presentation abilities, both in-person and over phone or digital channels.
• Comfort with web-based platforms and basic office software for proposals, documentation, and reporting.
• Bachelor’s degree in business, finance, insurance, or a related field is preferred.
• Previous experience in corporate insurance, financial services, or B2B sales is an advantage.
• Ability to work on-site in Lucknow, manage multiple accounts, and collaborate with cross-functional teams.