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Customer Service Sales Representative

Square Insurance Broker

Delhi, India1h agovia LinkedIn

About the Role

The Customer Service Sales Representative is a full-time, on-site role based in Delhi, India. This position involves engaging with prospective and existing clients, explaining insurance products, and assisting them in selecting appropriate coverage options.

Key Responsibilities

  • Handling inbound and outbound calls.
  • Responding to customer inquiries.
  • Preparing quotes.
  • Following up on leads to convert them into sales.
  • Maintaining accurate records in the company’s systems.
  • Coordinating with internal teams to resolve issues.
  • Ensuring timely policy renewals and updates.
  • Meeting defined sales and service targets.
  • Providing a courteous, clear, and solution-oriented experience to every customer.

Requirements & Tech Stack

  • CRM tools
  • Email
  • Office applications

Qualifications

  • Strong customer service skills with the ability to listen actively, resolve queries, and maintain a professional, empathetic approach.
  • Sales and negotiation abilities, including lead follow-up, objection handling, and closing sales in a consultative manner.
  • Clear verbal and written communication skills in English.
  • Proficiency in Hindi or additional regional languages is an advantage.
  • Basic computer literacy.
  • Prior experience in insurance, financial services, or customer-facing roles is preferred but not mandatory.
  • Ability to work on-site in Delhi.
  • Ability to manage time effectively.
  • Ability to achieve performance targets in a fast-paced environment.
  • Minimum educational qualification of a high school diploma.
  • A bachelor’s degree in business, commerce, or a related field is beneficial.
  • High level of integrity.
  • High level of reliability.
  • Willingness to learn about insurance products, regulations, and company processes.

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