Company Description
Moneyfrog Financial Services Pvt. Ltd. is a tech-enabled wealth management platform dedicated to simplifying investment journeys. By leveraging advanced technology, the platform provides unbiased and research-driven investment guidance tailored to individual financial goals, risk tolerance, and timelines. Moneyfrog offers a comprehensive suite of services, including investment tracking, customized solutions, online transaction execution, and regular portfolio reviews to adapt to changing market conditions. As a regulator-certified distributor in India, Moneyfrog serves HNI, affluent, and NRI clients, delivering reliable and lifelong financial solutions.

Job Title: Insurance Coordinator
Location: Chembur
Employment Type: Full-Time
Experienced (Minimum 0-3 Years)
Proven experience in acquiring and managing insurance clients across life, health, and general insurance segments.
Must be able to explain insurance plans, assess client needs, compare policies, and confidently handle objections and questions around policy terms, perks, and claim procedures.
Education:




Bachelor's degree in Commerce (B.Com), Finance, or related field.
MBA in Finance or Insurance specialization preferred.
Regulatory / Other Certifications:
Preferred certifications include:
IRDAI Life/Health Insurance License
Certification in Financial Planning or Insurance Advisory (e.g., CII, LOMA)
NISM Mutual Funds/Insurance Distribution Modules (if applicable)
Key Responsibilities:
Identify client needs and recommend suitable life, health, and general insurance policies.
Build and maintain strong relationships with individual and HNI clients.
Conduct regular policy reviews and ensure adequate coverage and benefits.
Stay informed on product offerings from various insurers, policy features, and regulatory changes.
Assist clients during onboarding, documentation, policy servicing, and claims.
Work closely with the investment and financial planning teams to offer 360° advisory.

📌 Insurance Coordinator (Mumbai)
🏢 Moneyfrog Financial Services
📍 Mumbai