Sales Coordinator

Job Title: Sales Coordinator Location: Kochi, India Employment Type: Full-Time Experience: 1–3 Years Industry: Insurance Brokerage (BPO Engagement) ________________________________________ Job Overview: We are looking for a highly organized and detail-oriented Sales Coordinator to support our business development team within an insurance brokerage environment. This role acts as a key link between clients and internal teams, ensuring smooth coordination of documentation, billing, follow-ups, and collections. ________________________________________ Key Responsibilities: Invoicing & Billing: • Prepare and issue accurate invoices as per policy terms • Coordinate with finance teams for billing cycles and premium calculations • Maintain billing records and resolve discrepancies Client Coordination: • Follow up with clients on renewals, documents, and approvals • Act as the first point of contact for client queries • Maintain structured follow-up records and ensure timely communication Collections Management: • Track outstanding payments and follow up on receivables • Send payment reminders and coordinate on payment schedules • Maintain records and update management on collection status Documentation & Compliance: • Maintain client files, policy documents, and renewal schedules • Ensure documentation accuracy and compliance • Support MIS reporting and performance tracking Sales Support: • Assist in client onboarding and proposal preparation • Coordinate internal approvals and communication with insurers • Maintain accurate CRM records ________________________________________ Requirements: • Bachelor’s degree in Business, Finance, Commerce, or related field • 1–3 years of experience in sales coordination, operations, or BPO • Experience in invoicing, collections, or accounts receivable is preferred • Prior exposure to insurance or financial services is an advantage • Strong communication and organizational skills • Proficiency in MS Office (especially Excel) and CRM tools • Detail-oriented with strong accuracy in documentation