Back Office Sales Assistant

Overview

HDFC Life Insurance Company Limited is seeking a Back Office Sales Assistant to join their team at Bhawanipore, Kolkata. This entry-level role is ideal for candidates with up to 2 years of experience interested in developing a career in the insurance sector.

Key Responsibilities

• Handle documentation related to sales and customers efficiently.
• Act as liaison between clients and the sales team to ensure smooth communication.
• Manage processing of insurance proposals, renewals, and related follow-ups.
• Maintain and update customer relationship management (CRM) systems and databases, preparing corresponding reports.
• Offer backend operational assistance to support the sales function.

Qualifications and Requirements

• Effective communication and coordination capabilities.
• Basic proficiency in MS Office suite, particularly Excel.
• Meticulous attention to detail with strong follow-up skills to ensure tasks are completed.
• Prior experience in insurance or sales roles will be beneficial but not mandatory.