indeed
Sales Coordinator
Unknown
Delhi, IND
Full-time
Onsite
₹15,000 to ₹18,000 per month
Discovered 1 weeks ago
Health insurance products and policy termsCoverage, exclusions, and renewalsSales coordinationLead follow-upCustomer handlingHealth insurance quotations
Free
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Health insurance products and policy termsCoverage, exclusions, and renewalsSales coordination
Role Overview
Sales Coordinator supporting a health insurance sales team in lead management, customer communication, policy documentation, renewals, and sales coordination.
Reports to the Sales Manager or Branch Manager.
The role is based at C-2 Aruna Park, Laxmi Nagar, near Metro pillar number 49.
Key Skills for This Role
Health insurance products and policy termsCoverage, exclusions, and renewalsSales coordinationLead follow-upCustomer handlingHealth insurance quotations
Full Job Posting
Role Overview
Sales Coordinator supporting a health insurance sales team in lead management, customer communication, policy documentation, renewals, and sales coordination.
Reports to the Sales Manager or Branch Manager.
The role is based at C-2 Aruna Park, Laxmi Nagar, near Metro pillar number 49.
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 and TPAs for proposal processing, underwriting, medical requirements, policy issuance, and endorsements.
- Track proposal, payment, policy issuance, and pending-documentation status.
- 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 support monthly sales and renewal targets.
- Generate daily, weekly, and monthly sales reports.
- Monitor policy renewal dates and coordinate timely renewals with customers and the sales team.
- Resolve basic customer queries about policy documents, coverage, premium, and policy status, escalating complex issues when required.
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