Sales Coordinator

Role Description The Sales Coordinator role at Tommy and Furry is a full-time, on-site position based in the Pune Division. The Sales Coordinator will support the sales team by managing daily sales operations, tracking leads, maintaining customer records, and preparing sales reports. This role includes coordinating communication between sales representatives and customers, following up on inquiries, and ensuring timely resolution of issues. The Sales Coordinator will collaborate with internal teams to align sales activities with marketing campaigns and product offerings and will contribute to improving processes that enhance customer satisfaction and sales performance.

Key Responsibilities

• Schedule meetings with clients and maintain a proper meeting calendar and follow-up schedule.
• Take appointments with clients through calls, WhatsApp, email, or other communication channels.
• Conduct field meetings with clients to understand their insurance requirements and build strong relationships.
• Prepare and deliver insurance/product presentations to clients based on their requirements.
• Understand client requirements and coordinate with the relevant teams to provide suitable insurance solutions.
• Coordinate with the Operations Team for policy issuance, endorsements, renewals, cancellations, documentation, and other servicing requirements.
• Coordinate with insurance companies and internal teams to ensure timely completion of client requests.