Insurance Sales Representative

PolicyGhar; Lucknow; On-site; INR 300,000 - 420,000; Full time

Job summary

PolicyGhar in Lucknow, India is seeking an on-site Insurance Sales Representative to engage with corporate clients, present policy options, and guide them through onboarding.

You will handle inquiries, prepare quotations, coordinate with providers, and maintain records of interactions while aiming to meet sales targets and uphold regulatory guidelines.

This role emphasizes customer satisfaction, proactive outreach, and collaboration with internal teams to improve sales processes.

Responsibilities

• Handle inbound calls, providing clear and accurate information on insurance policies and communicating policy changes to prospective and existing clients.
• Identify and pursue opportunities to promote additional products and services, driving sales growth.
• Prepare and present price quotations to prospective clients, highlighting the value of PolicyGhar's offerings.
• Investigate client concerns thoroughly, ensure timely resolution, and confirm any necessary policy adjustments.
• Process account cancellations and communicate claim investigation outcomes to clients promptly and professionally.
• Build and maintain strong, positive client relationships, ensuring a high standard of satisfaction at every interaction.
• Maintain accurate and complete records of client transactions, including complaints, enquiries, and actions taken.
• Engage with clients through email, newsletters, and other correspondence.
• Represent the company with integrity and uphold its reputation through consistently excellent service.

Job description

Role Description - This is a full-time, on-site Insurance Sales Representative role based in Lucknow. The Insurance Sales Representative will engage with corporate clients to understand their insurance needs, present suitable policy options, and support them through the selection and onboarding process. Daily responsibilities include prospecting and qualifying leads, conducting product presentations and consultations, preparing quotations, and coordinating with insurance providers and internal teams. The role also involves maintaining accurate records of client interactions, following up on renewals, resolving queries, and ensuring a high level of customer satisfaction. The Insurance Sales Representative is expected to meet sales targets, adhere to regulatory and company guidelines, and contribute to continuous improvement of sales processes.

Key Responsibilities

• Handle inbound calls, providing clear and accurate information on insurance policies and communicating policy changes to prospective and existing clients.
• Identify and pursue opportunities to promote additional products and services, driving sales growth.
• Prepare and present price quotations to prospective clients, highlighting the value of Policy Ghar's competitive offerings.
• Investigate client concerns thoroughly, ensure timely resolution, and confirm any necessary policy adjustments.
• Process account cancellations and communicate claim investigation outcomes to clients promptly and professionally.
• Build and maintain strong, positive client relationships, ensuring a high standard of satisfaction at every interaction.
• Maintain accurate and complete records of client transactions, including complaints, enquiries, and actions taken.
• Engage with clients through email, newsletters, and other correspondence.
• Represent the company with integrity and uphold its reputation through consistently excellent service.