Insurance Sales Executive

Company Description: PolicyGhar is a well-established insurance aggregator based in Lucknow, serving businesses across India with a wide range of corporate insurance solutions. Through its web-based platform, PolicyGhar enables clients to compare and select policies covering property, liability, employee benefits, and more at competitive rates. The company partners with leading insurance providers to offer comprehensive coverage options while maintaining strong price advantages. A team of experienced insurance professionals works closely with clients to understand their needs and deliver tailored, easy-to-manage solutions. PolicyGhar is committed to long-term client relationships, high-quality customer service, and ongoing support to ensure businesses feel protected and confident.
Role Description: This is a full-time, on-site Insurance Sales Executive role based in Lucknow. The Insurance Sales Executive will engage with corporate clients to understand their insurance requirements, present suitable policy options through Policyghar platform, and guide them through plan selection and enrollment. Daily responsibilities include generating and qualifying leads, conducting client meetings and presentations, preparing quotations, and negotiating terms with clients and insurers. The role involves coordinating with internal insurance experts and partner insurers to ensure accurate policy documentation, timely renewals, and smooth claim-related support. The Insurance Sales Executive will also maintain ongoing relationships with clients, provide proactive customer service, and contribute to sales targets and business growth.
Qualifications
Strong Insurance Sales and Sales skills, with a track record of meeting or exceeding targets.
Knowledge of Insurance and Insurance Brokerage practices, including corporate and commercial insurance products.
Proven Customer Service skills, with the ability to build trust and maintain long-term client relationships.
Excellent communication, negotiation, and presentation abilities.
Comfort with using web-based platforms and basic office software (e.g., CRM tools, spreadsheets, presentations).
Ability to work on-site in Lucknow, manage multiple client accounts, and prioritize tasks effectively.
Relevant experience in insurance, financial services, or B2B sales preferred.
Bachelor’s degree in Business, Finance, Marketing, or a related field is beneficial.

Work arrangement
No