Palta Insurance Group
Website:
paltainsurance.com
Job details:
Company Description Palta Insurance Group offers comprehensive insurance solutions across multiple coverage types, including auto, trucking, homeowners, flood, earthquake, and life insurance. The organization is recognized for its specialized expertise in trucking insurance, supporting accounts ranging from small operations to large fleets. Palta Insurance Group focuses on delivering reliable coverage options tailored to diverse client needs. The team is committed to providing best-in-class service, particularly in simplifying and supporting the claims process. Applicants will be joining a customer-focused company that values professional service and industry knowledge.
Role Description The Sales Specialist is a full-time, on-site role based in the Mohali district. This position is responsible for generating new business, managing existing client relationships, and promoting the company’s range of insurance products, with a focus on trucking and related coverages. Daily tasks include reaching out to prospective clients, conducting consultations to understand coverage needs, preparing and presenting insurance proposals, and following up to close sales. The Sales Specialist will respond to inquiries, assist clients with policy questions, and ensure a smooth experience throughout the sales and basic claims-support process. The role also involves maintaining accurate records in the CRM system, collaborating with internal teams, and participating in ongoing training to stay current with product offerings and regulatory requirements.
Qualifications
- Candidates should possess strong Communication skills, including clear verbal and written interaction with clients and colleagues.
- Candidates should possess excellent Customer Service skills to handle inquiries, resolve issues, and provide a positive client experience.
- Candidates should possess proven Sales skills to prospect, qualify leads, present solutions, and close insurance policies.
- Candidates should possess Training and Sales Management skills to support team development, share product knowledge, and help guide sales processes.
- Relevant experience in insurance or financial services, particularly in property, casualty, or trucking insurance, is beneficial.
- Ability to work on-site in Mohali district, manage time effectively, and meet sales targets and performance metrics.
- Comfort using CRM software and basic office tools (e.g., email, spreadsheets, presentations) to track and report sales activities.
- A diploma or degree in business, finance, marketing, or a related field is preferred but not mandatory; equivalent practical experience is considered.
Shift Timings:- 08:30 PM to 05:30 AM (Mon to Fri) Summer Session timings
09:30 PM to 06:30 AM (Mon to Fri) Winter Session timings
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