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Company Description MARUTI CONSULTANCY SERVICES is a consultancy firm based in Barasat, Kolkata, India, serving clients in and around the region. The company operates from its office in Nabapally , near Shib Temple in Barasat, providing advisory and support services to local businesses and individuals. MARUTI CONSULTANCY focuses on building long-term client relationships through reliable guidance and responsive service. The organization values professionalism, integrity, and a client-centric approach, offering opportunities for team members to grow in a supportive environment.
Role Description The Insurance Agent role and Business Associate role in MARUTI CONSULTANCY are full-time hybrid position based in Barasat, with some flexibility for work from home. The Insurance Agent will meet and communicate with clients to understand their coverage needs, explain insurance products, and recommend suitable policies & the BusinessAssociate Leaders are engaged in Sourcing the Agents. Daily responsibilities include generating leads, conducting needs assessments, preparing quotes, processing applications, and coordinating with insurance providers and internal brokerage partners. The role involves maintaining accurate records, following up on renewals, handling basic finance-related queries, and providing proactive customer service support. The Insurance Agent will also contribute to building and maintaining a local client network and meeting individual and team sales targets.
Qualifications
- Strong Insurance Sales and Insurance Brokerage skills, with the ability to explain policy options clearly and ethically.
- Knowledge of Insurance products and basic Finance concepts to advise clients on suitable coverage and premium structures.
- Excellent Customer Service skills, including active listening, conflict resolution, and clear verbal and written communication.
- Proven ability to build and manage client relationships, generate leads, and work toward sales goals in a structured manner.
- Comfort with hybrid work arrangements, including in-person client meetings in Barasat and remote documentation or follow-up tasks.
- Good organizational and time management skills, with attention to detail in paperwork, compliance, and record-keeping.
- Basic proficiency with office software and digital tools for communication, documentation, and reporting.
- Prior experience in insurance, financial services, or consulting is preferred; a relevant diploma or degree in business, finance, or a related field is an advantage.
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