An Insurance Agent/Advisor is responsible for identifying client insurance needs, recommending appropriate coverage options, and building long-term relationships to ensure financial protection and risk management. The role involves sales, customer service, policy management, and ongoing advisory support.
Key Responsibilities
- Identify and develop current business opportunities through networking, referrals, and prospecting
- Assess clients’ financial status and insurance needs
- Recommend suitable insurance products (life, health, auto, property, business, etc.)
- Explain policy features, benefits, exclusions, and pricing clearly
- Prepare and present insurance proposals and quotations
- Assist clients with policy applications and documentation
- Maintain accurate client records and policy information
- Provide after-sales service, including policy renewals and updates
- Support clients during claims processes and follow up until resolution
📌 Insurance Agent/Advisor (Cuttack)
🏢 Life Insurance Corporation of India
📍 Cuttack
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