Company Description PolicyGhar is a trusted insurance aggregator based in Lucknow, providing a wide range of corporate insurance solutions to businesses across India. Through a web-based platform, clients can compare and select competitive policies from leading insurance providers, ensuring comprehensive coverage at the best possible prices. The company specializes in corporate insurance products, including property, liability, and employee benefits.

A team of experienced insurance professionals works closely with clients to understand their specific needs and deliver tailored solutions. PolicyGhar focuses on long-term relationships, high-quality service, and ongoing support to simplify the insurance buying process and give clients peace of mind.

Role Description The Insurance Sales Specialist is a full-time, on-site role based in Lucknow. This position involves engaging with corporate clients to understand their insurance requirements, presenting suitable policy options, and guiding them through the selection and purchase process. The specialist will manage end-to-end sales activities, including prospecting, lead follow-up, policy consultations, and closing deals.

Day-to-day responsibilities include maintaining strong client relationships, coordinating with insurance providers, preparing quotations,



and ensuring timely renewals and policy updates. The role also requires maintaining accurate records in the company’s systems, collaborating with internal teams, and providing responsive post-sales support to deliver a smooth client experience.

Qualifications

- Candidates should possess strong Insurance Sales and Insurance Brokerage skills to manage corporate insurance accounts effectively.
- Candidates should possess sound knowledge of Insurance and Health Insurance products, including corporate coverage options.
- Candidates should possess excellent Customer Service skills to build trust, handle queries, and provide ongoing support.
- Candidates should possess effective communication, negotiation, and presentation skills to interact with business clients and insurance partners.
- Prior experience in corporate insurance or financial services sales is highly beneficial.
- Bachelor’s degree in business, finance, commerce, or a related field is preferred.
- Ability to work in office in Lucknow, manage multiple client accounts, and meet sales and service targets.
- Proficiency with web-based platforms, basic office software, and maintaining organized documentation.

📌 Insurance Sales Specialist (Lucknow)
🏢 PolicyGhar
📍 Lucknow