Job description:
Job Title: Life Insurance Sales Coordinator, Health Insurance Sales Coordinator, General Insurance Sales Coordinator
Location: Vadodara
Experience: 2–4 years ( Life Insurance)
Salary: ₹2.2 LPA – ₹3 LPA
Position Overview:
We are hiring a Sales Coordinator to join our Life, Health and General Insurance division in Vadodara. This role is ideal for candidates with a background in the insurance or financial sector, who excel at organizing sales operations, managing client interactions, and maintaining accurate records.
Responsibilities:
Provide administrative and coordination support to the sales team to ensure seamless operations.
Maintain up-to-date client data using CRM tools and internal systems.
Handle customer communication with professionalism and clarity across various channels.
Create and manage reports, sales trackers, and presentations to support business needs.
Monitor sales activity and assist in compiling performance metrics for internal review.
Work closely with marketing and other departments to support sales campaigns and initiatives.
Help with client follow-ups, inquiries, and feedback to maintain strong relationships.
Identify opportunities to enhance workflow and streamline processes within the sales function.
Candidate Requirements:
2 to 4 years of hands-on experience in a coordination or support role within the Life, General or Health Insurance industry.
Good command of Microsoft Office tools (Excel, Word, PowerPoint) and CRM platforms.
Strong organizational skills with attention to detail and accuracy.
Effective communicator with the ability to build rapport with internal teams and clients.
Capable of managing multiple tasks while meeting deadlines in a fast-paced environment.
Understanding of MIS reporting, data analysis, and sales support functions.