Insurance Advisors act as the bridge between insurance companies and policyholders. Core duties and responsibilities include.
- Needs Assessment: Evaluating a client’s financial situation, income, and long-term goals to recommend suitable coverage.
- Policy Explaining: Breaking down complex terminology (e.g., premiums, coverage limits, exclusions, and claim procedures) into easy-to-understand language.
- Documentation: Assisting with proposal forms, KYC processes, and ensuring all paperwork aligns with regulatory guidelines.
- Client Servicing: Helping clients manage renewals, answer queries, and navigate the claims process.
- Business Development: Sourcing new leads, networking, and meeting sales targets.
Job Types: Full-time, Part-time, Freelance
Pay: ₹10,000.00 - ₹15,000.00 per month
Benefits:
- Versatile schedule
- Work from home
Work Location: Hybrid remote in Amravati, Maharashtra (Amravati)