Job Description – Sales Coordinator (Health Insurance)
Job Title: Sales Coordinator – Health Insurance
Department: Sales
Reports To: Sales Manager / Branch Manager
Location: C-2 aruna park, laxmi nagar Near Metro pillar num 49
Employment Type: Full-Time
Experience: 1–3 years in health insurance, general insurance, BFSI, or sales coordination
Job Summary
We are looking for a motivated and organized Sales Coordinator to support the health insurance sales team in managing leads, customer communication, policy documentation, renewals, and sales-related coordination.
The candidate will work closely with Sales Managers, insurance advisors/agents, customers, and insurance company teams to ensure smooth and timely processing of health insurance business.
Key Responsibilities
- Coordinate with sales executives, insurance advisors, agents, and customers for health insurance requirements.
- Handle incoming leads and ensure timely follow-up through calls, WhatsApp, email, and other channels.
- Prepare and share health insurance quotations, product details, benefit summaries, and premium information.
- Collect and verify customer documents required for policy issuance.
- Coordinate with insurance companies/TPAs for proposal processing, underwriting, medical requirements, policy issuance, and endorsements.
- Track the status of proposals, payments, policy issuance, and pending documentation.
- Follow up with customers for premium payments and required documents.
- Maintain accurate records of leads, quotations, proposals, issued policies, and renewals.
- Coordinate with the sales team to ensure achievement of monthly sales and renewal targets.
- Generate daily, weekly, and monthly sales reports.
- Monitor policy renewal dates and coordinate with customers and the sales team for timely renewals.
- Resolve basic customer queries related to policy documents, coverage, premium, and policy status, and escalate complex issues when required.
- Maintain professional relationships with customers and insurance partners.
- Ensure all sales documentation and customer information are maintained accurately and confidentially.
- Follow company policies, regulatory requirements, and applicable insurance guidelines.
Required Skills
- Good communication and interpersonal skills.
- Strong customer-handling and follow-up skills.
- Basic understanding of health insurance products, policy terms, coverage, exclusions, and renewals.
- Good knowledge of MS Excel, Word, email, and CRM software.
- Strong attention to detail and documentation skills.
- Ability to manage multiple leads and follow-ups simultaneously.
- Good coordination skills with sales, underwriting, operations, and insurance-company teams.
- Target-oriented and customer-focused approach.
- Ability to work effectively under deadlines.
Qualification
- Graduate in any discipline.
Experience
- Candidates with experience in health insurance, general insurance, BFSI, insurance brokerage, or financial services will be preferred.
Key Performance Indicators (KPIs)
- Lead follow-up and conversion support.
- Number and value of policies issued.
- Timely processing of proposals and documentation.
- Renewal follow-up and retention.
- Customer response and satisfaction.
- Accuracy of sales and policy records.
- Timely submission of sales reports.
- Achievement of assigned sales-support and business targets.
Preferred Candidate Profile
The ideal candidate should be organized, confident, customer-focused, and good at follow-ups. Prior experience with health insurance products and working with insurance c companies, brokers, agents, or TPAs will be an added advantage.
Pay: ₹15,000.00 - ₹18,000.00 per month
Work Location: In person
