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SAS policy value hub services pvt ltd… —Laxmi Nagar, Delhi, Delhi
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Sales Coordinator

SAS policy value hub services pvt ltd…
Laxmi Nagar, Delhi, Delhi

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Job details

Full-time
₹15,000 - ₹18,000 a month
2 hours ago

Qualifications

Microsoft Word
Microsoft Excel
Underwriting
Bachelor's degree
B2B sales
Communication skills

Full job description

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

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