We are looking for a proactive and responsible **Junior Assistant** to support our insurance operations and client servicing activities. The candidate should be comfortable with client visits, communication, meeting coordination, and handling basic documentation and cheque-related responsibilities.
### Key Responsibilities
* Visit clients and maintain good professional relationships.
* Discuss insurance requirements and understand client needs.
* Coordinate and schedule meetings with clients.
* Attend client meetings and assist in closing business opportunities.
* Follow up with clients for quotations, documents, payments, and policy-related requirements.
* Coordinate with internal teams for smooth processing of insurance cases.
* Handle collection and submission of cheques and maintain proper records.
* Assist in documentation, data entry, and other day-to-day office activities.
* Maintain regular follow-ups with existing and prospective clients.
* Ensure timely completion of assigned tasks and client requirements.
### Required Skills & Qualifications
* **1–2 years of experience in the Insurance Industry is required.**
* Valuable communication and interpersonal skills.
* Ability to confidently interact with clients.
* Willingness to travel for client visits.
* Basic knowledge of insurance products and processes.
* Good follow-up and coordination skills.
* Ability to handle cheque collection/submission responsibly.
* Basic computer knowledge, including MS Office.
* Positive attitude and ability to work independently as well as in a team.
* Two-wheeler and valid driving licence would be an advantage.
Candidate Profile
The ideal candidate should be **confident, well-organized, client-oriented, and willing to travel** for meetings and business-related activities.
**Interested candidates can apply with their updated CV.**
Pay: ₹15,000.00 - ₹30,000.00 per month
Benefits:
- Provident Fund
Work Location: In person
📌 Junior Executive (India)
🏢 Citadel Insurance Brokers
📍 India
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