Company Description MITRA by Healthysure is India’s premier claim-focused insurance platform, designed to make complex insurance policies simple and stress-free. The company provides personalized advice across health, life, home, and cyber insurance, helping individuals and families choose the right coverage. A dedicated claim expert supports each customer from the start of the claim process through final settlement, ensuring smooth and transparent handling of paperwork.
MITRA positions itself as a trusted partner for comprehensive protection and peace of mind, combining technology, expertise, and customer-centric service to deliver reliable insurance solutions.
Role Description The Insurance Sales Representative at Mitra is a full-time role based in Mumbai with a hybrid work arrangement, allowing a mix of in-office and work-from-home days. The individual in this role will engage prospective customers, explain insurance products, and recommend appropriate policies tailored to their needs. Daily responsibilities include conducting consultations, preparing quotes, following up on leads, and closing sales in line with company targets.
The role involves maintaining accurate records in CRM systems, coordinating with internal teams and insurance partners,
and supporting customers through policy issuance and renewal.
The Insurance Sales
Representative will also respond to customer inquiries, provide post-sale service, and contribute feedback to improve sales processes and customer experience.
Qualifications
- Solid Insurance Sales and general Sales skills, with the ability to meet or exceed performance targets.
- Solid understanding of Insurance products and Insurance Brokerage practices, including health, life, home, and related lines.
- Excellent Customer Service capabilities, with a focus on building trust, managing expectations, and resolving concerns.
- Effective communication and negotiation skills, both verbal and written, with the ability to explain complex concepts clearly.
- Comfort using digital tools, CRM systems, and online platforms for lead management and policy documentation.
- Ability to work in a hybrid environment, managing time effectively across office and remote settings.
- Prior experience in insurance or financial services sales is preferred; relevant certifications or licenses are an advantage.
- Minimum of a bachelor’s degree in business, finance, marketing, or a related field is beneficial.
📌 Insurance Sales Representative (Mumbai)
🏢 mitra
📍 Mumbai