Job Title: Authorised Verifier (Junior)
Location: Hyderabad (Head Office)
Job Type: Full-Time, Onsite
Experience Required: 1–2 Years in Insurance Sales, Telemarketing, Customer Relationship Management, or Insurance Advisory Roles
Role Overview
The Authorised Verifier (Junior) supports the insurance sales and verification workflow by managing customer leads, conducting customer conversations, performing need analysis, and assisting in policy closure processes.
The role also involves supporting and eventually conducting customer verification calls as per IRDAI guidelines, ensuring that customer consent, product understanding, and regulatory compliance requirements are properly documented.
This role works under the supervision of the Senior Authorised Verifier and contributes to maintaining transparent and compliant insurance sales processes.
Key Responsibilities
1. Lead Handling & Customer Engagement
Manage inbound and outbound leads generated through the digital aggregator platform.
Initiate conversations with prospective customers to understand their insurance requirements.
Provide qualified assistance to customers throughout their insurance purchase journey.
2. Customer Need Analysis
Assess customer profiles including age, family needs, income level, and risk coverage requirements.
Help customers evaluate suitable insurance policies across multiple insurers available on the platform.
Clearly explain product features, coverage benefits, premiums, and policy terms.
3. Assisted Policy Closure
Guide customers through the policy purchase journey from inquiry to policy issuance.
Assist customers with documentation and application completion.
Support policy conversions through structured follow-ups and customer engagement.
4. Follow-ups & Customer Retention
Conduct follow-up calls with prospective customers and pending leads.
Manage renewal reminders and customer retention conversations.
Maintain long-term customer relationships and ensure high service quality.