FINANCIAL COORDINATOR

India First Life Insurance

Barasat

β‚Ή25,000 - β‚Ή75,000 monthly*

Fixed

β‚Ή25000 - β‚Ή40000

Average Incentives*

β‚Ή35,000

Earning Potential

β‚Ή75,000

You can earn more incentive if you perform well

Work from Office

Full Time

Any experience

Basic English

Job Details

Interview Details

Job highlights

Urgently hiring

Fast HR reply

36 applicants

Benefits include: Annual Bonus, PF, Flexible Working Hours, Health Insurance, ESI (ESIC), 5 working days

Job Description


Financial Coordinator – IndiaFirst Life Insurance πŸ¦πŸ“„Job OverviewThe Financial Coordinator will support the sales and operations team in coordinating insurance business, handling documentation, assisting advisors, and ensuring smooth policy processing while maintaining service quality and compliance.

  • Key ResponsibilitiesCoordinate with sales advisors and team leaders for business execution 🀝
  • Assist in customer onboarding, documentation, and policy issuance πŸ“
  • Support follow-ups on proposals, renewals, and pending requirements πŸ“ž
  • Maintain basic MIS, reports, and data records πŸ“Š
  • Ensure timely coordination between sales, operations, and back-office teams πŸ”„
  • Address basic customer queries and support service requests 😊
  • Follow company processes and regulatory guidelines πŸ“œ
  • Eligibility & SkillsGraduate (Any stream) πŸŽ“
  • Experience in insurance, BFSI, or financial services preferred 🏦
  • Good communication and coordination skills πŸ—£οΈ
  • Basic understanding of life insurance products (preferred)
  • Organized, detail-oriented, and target-supportive mindset πŸš€
  • Why Join IndiaFirst Life Insurance?Trusted and growing life insurance brand πŸ†
  • Learning and career growth opportunities πŸ“ˆ
  • Supportive team environment 🀝
  • Performance-based incentives πŸ’°

πŸ“Œ Freshers with good communication skills may also apply.


Job role

Work location

Barasat Station Road, Katgola, Banamalipur, Calcutta, West Bengal, India

Department

Customer Support

Role / Category

Customer Success

Employment type

Full Time

Shift

Day Shift

Job requirements

Experience

Any experience

Education

Graduate

Skills

Good Communication Skills, B2B Sales, Client acquisition, B2C sales, Client handling, Client communication, Client coordination, Enterprise sales, Client consultation, Client expectations, Client cooordination, Distributor, SMB sales

English level

Basic English

Age limit

18 - 60 years

Gender

Any gender

About company

Name

India First Life Insurance

Address

Barasat Station Road, Katgola, Banamalipur, Calcutta, West Bengal, India

Job posted by India First Life Insurance

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