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Company Description Policybazaar for Business is India’s one-stop platform for comprehensive business insurance solutions, offering over 15 products tailored to diverse sectors, scales, and risk profiles. The company focuses on helping businesses protect themselves from risks such as litigation, asset damage from natural or man-made disasters, and cyber-attacks. Through advisory-led services and an easy-to-use, transparent platform, Policybazaar for Business simplifies complex insurance decisions for business owners. With coverage options from 50+ insurance partners and personalized claims assistance, the organization is committed to delivering hassle-free buying experiences and curated insurance solutions that match unique business needs.
Role Description This is a full-time, on-site Pre-Sales Executive role based in the Pune Division. The Pre-Sales Executive will engage with prospective business clients, understand their insurance requirements, and present suitable solutions from Policybazaar for Business’s product portfolio. The role involves outbound calling and prospecting. The Pre-Sales Executive will maintain detailed records of client interactions, and contribute to lead qualification and pipeline management. The position also requires staying updated on business insurance products, market trends, and partner offerings to provide informed, advisory-led support to potential clients.
Qualifications
- Candidates should possess strong communication and interpersonal skills, with the ability to explain complex insurance concepts in clear, simple language.
- Candidates should possess sales and customer relationship skills, including lead qualification, consultative selling, and client engagement.
- Candidates should possess analytical and problem-solving skills to assess business risks and match client needs with appropriate insurance solutions.
- Candidates should possess proficiency in basic computer applications, CRM tools, and documentation for managing leads and proposals.
- Relevant experience in insurance, financial services, or B2B pre-sales is beneficial, along with knowledge of business insurance products.
- A bachelor’s degree in business, finance, commerce, or a related field is preferred, and the ability to work in a fast-paced, target-driven environment is important.
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