Presales Specialist

About the Role

As a Presales Specialist at PolicyBazaar for Business, you will play a crucial role in driving sales growth and customer engagement.

Responsibilities

The key responsibilities of this role include:

• Pipeline Management: Collaborate with the sales team to develop and maintain a strong sales pipeline, track and monitor leads, and identify potential clients through research and proactive outreach.
• Lead Qualification: Conduct initial qualification of leads, understand client requirements, and align them with suitable insurance solutions.
• Client Engagement: Develop and implement client engagement programs, regularly communicate with prospects, and address initial client queries.
• Sales Support: Maintain accurate records of client interactions and progress in CRM systems.

What You'll Need

To succeed in this role, you will need:

• Strong verbal and written communication skills.
• A relationship-building mindset with a customer-centric approach.
• A basic understanding of insurance products (preferred but not mandatory).
• The ability to multitask and manage time effectively.
• Proficiency in MS Office (Word, Excel, PowerPoint) and CRM software.

Resume Tip

Highlight your experience in sales support, customer engagement, and pipeline management in your resume to increase your chances of getting selected for this role.