Sales Specialist

Clearcover Insurance; Dadri; On-site; INR 600,000 - 900,000; Full time

Job summary

Clearcover Insurance in Noida is seeking a full-time Sales Specialist to identify and qualify prospective clients, present insurance products, and tailor coverage options based on client risk profiles and business needs.

You will manage the entire sales cycle from lead generation to proposal, policy onboarding and post-sale support, collaborating with internal teams and maintaining CRM records to meet targets while staying current on industry regulations.

Qualifications

• Strong client engagement and relationship-building abilities.
• Proven track record in driving sales and managing sales pipelines.
• Experience in training or coaching to support client education.
• Background in insurance broking, financial services, or B2B solutions is beneficial.
• Familiarity with commercial insurance products and basic risk assessment.
• Comfort with CRM systems and MS Office.
• Able to work in a fast-paced, target-driven environment.
• Bachelor’s degree in Business, Finance, Insurance, or related field preferred.

Responsibilities

• Identify and qualify prospective clients.
• Present Clearcover’s insurance products and recommend coverage options.
• Manage lead generation, follow-up, and proposal preparation.
• Oversee policy onboarding and post-sale support.
• Collaborate with internal teams to ensure smooth policy issuance and claim coordination.
• Maintain accurate CRM records and meet sales targets.

Skills

Communication skills

Sales management

Training

CRM familiarity

Cross-functional collaboration

Education

Bachelor’s degree in Business/Finance/Insurance

Tools

CRM systems

MS Office

Job description

Company Description

Clearcover Insurance, established in 2016, is a leading general insurance broking company operating under MDH Insurance Broking Pvt. Ltd. (License No: IRDA/DB652/16). The company offers a wide range of commercial and group insurance products, including health, property, liability, professional indemnity, construction risk, marine, cyber security, and machinery coverage. Clearcover focuses on delivering strong coverage, efficient claims handling, and business-friendly solutions tailored to client needs. The organization is committed to value-added services and upholds transparency, integrity, excellence, and leadership in all operations.

Role Description

This is a full-time, on-site Sales Specialist role based in Noida. The Sales Specialist will identify and qualify prospective clients, present Clearcover’s insurance products, and recommend appropriate coverage options based on client risk profiles and business requirements. The role involves managing the entire sales cycle, from lead generation and follow-up to proposal preparation, policy onboarding, and post-sale support. The Sales Specialist will collaborate with internal teams to ensure smooth policy issuance and claim coordination, maintain accurate records in CRM tools, and meet or exceed sales targets and performance metrics. The position also includes participating in product training, staying current on industry regulations, and supporting marketing or client education initiatives as needed.

Qualifications

• Strong Communication and Customer Service skills to engage clients, understand their needs, and build long-term relationships.


• Proven Sales and Sales Management abilities to drive new business, manage pipelines, and achieve revenue targets.


• Experience in Training or coaching to support client education and contribute to internal knowledge sharing.


• Prior experience in insurance broking, financial services, or B2B solutions is highly beneficial.


• Familiarity with commercial insurance products and basic risk assessment concepts is an advantage.


• Comfort working with CRM systems, MS Office tools, and digital communication platforms.


• Ability to work collaboratively with cross-functional teams and operate in a fast-paced, target-driven environment.


• Bachelor’s degree in Business, Finance, Insurance, or a related field preferred.