- As an Insurance Advisor, you will engage in detailed conversations with clients to understand their financial needs and recommend suitable insurance solutions.
- This role involves meaningful client interactions over phone calls, helping customers make informed decisions through clear and straightforward explanations.

Key Responsibilities

- Interact with clients to assess their insurance requirements
- Explain insurance products clearly and accurately
- Build trust and long-term relationships with customers
- Guide clients toward suitable insurance plans based on their needs
- Maintain accurate records and follow up when required

Experience and Skills

- Clear, empathetic, and confident communication with people from diverse backgrounds
- Strong focus on accuracy, as insurance documentation and information are critical
- Fluency in English
- Comfortable using basic digital tools and systems
- Ability to influence and guide clients toward informed and beneficial decisions

Location : - Mumbai, Delhi / NCR, Bengaluru , Kolkata, Chennai, Hyderabad, Ahmedabad, Pune, Remote

📌 Customer Relationship Executive(Insurance Advisor) (Mumbai)
🏢 DigiRecruitx
📍 Mumbai