Senior Sales Executive

PolicyBoss; Mumbai; On-site; INR 800,000 - 1,200,000; Full time

Job summary

PolicyBoss.com in Mumbai is seeking a Senior Sales Executive for a full-time, on-site role to drive new business acquisition and premium growth across multiple insurance product lines. You will nurture relationships with customers and channel partners, conduct consultative needs assessments, and ensure a transparent, customer-centric sales experience in line with PolicyBoss.com's values.

Collaborate with underwriting and operations to issue policies, manage renewals, and track performance using

Qualifications

• Bachelor’s degree in Business, Finance, Marketing, or a related field.
• Experience in insurtech or insurance brokerage is beneficial.
• Strong communication, negotiation, and customer-facing skills.
• Proficient with CRM tools and MS Office for reporting.
• Demonstrated ability to meet targets in a fast-paced sales environment.

Responsibilities

• Drive new business acquisition and premium growth across product lines.
• Manage relationships with customers and channel partners.
• Conduct consultative needs assessments and close sales.
• Coordinate with underwriting and operations for policy issuance and renewals.
• Track sales performance and maintain CRM records.

Skills

New business development

B2C/B2B sales

Consultative selling

Relationship management

Negotiation & closing

CRM tools

MS Office

Communication skills

Insurance/insurtech knowledge

Time management

Education

Bachelor’s degree in Business, Finance, Marketing, or related field

Tools

CRM tools

Sales dashboards

MS Office

Job description

Company Description

PolicyBoss.com, founded in 2002, is one of India’s fastest-growing insurtech companies, maintaining a strong growth trajectory over the past several years. The organization operates a broker distribution network of over 30 offices across 25 cities and a partner network spanning more than 800 locations, serving a customer base of 5 million. PolicyBoss.com has achieved premium collections exceeding Rs. 1,000 crore, backed by investment from US-based private equity firm TPG Growth. As a new-age insurtech business, PolicyBoss.com focuses on transforming the insurance experience in India through a consultative, technology-led approach. The company emphasizes simple, transparent, and hassle-free customer interactions, supported by trusted advisors and a firm commitment to a no-spam insurance buying experience.

Role Description

The Senior Sales Executive role is a full-time, on-site position based in Mumbai. The individual in this role will drive new business acquisition and premium growth by identifying prospects, presenting suitable insurance solutions, and closing sales across multiple product lines. Responsibilities include managing and nurturing relationships with customers and channel partners, conducting consultative needs assessments, and ensuring a transparent, customer-centric sales experience aligned with PolicyBoss.com’s values. The Senior Sales Executive will collaborate with internal stakeholders, including underwriting and operations teams, to ensure smooth policy issuance, renewals, and post-sales support. This role also involves tracking sales performance, maintaining accurate records in CRM systems, and contributing insights to improve sales strategies and processes.

Qualifications

• Demonstrated skills in new business development, B2C or B2B sales, and consultative selling in financial services or insurance.


• Strong relationship management, negotiation, and closing skills, with the ability to build trust and long‑term partnerships.


• Proficiency in using CRM tools, sales dashboards, and basic MS Office applications for reporting and performance tracking.


• Excellent verbal and written communication skills, with the ability to explain complex insurance concepts in a clear and accessible manner.


• Experience working in or with insurtech, insurance brokerage, or financial services organizations is highly beneficial.


• Proven ability to work in a fast‑paced, target‑driven environment, with strong time management and organizational skills.


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


• Comfort with on‑site client meetings within Mumbai and surrounding areas, and readiness to adhere to ethical sales practices and regulatory guidelines.