Wealthvault is looking for an Insurance Service Manager to act as the single point of contact for the life and general-insurance requirements of our existing clients.

The role combines client servicing with need-based cross-selling. The person will consolidate clients’ existing insurance information, manage renewals and premium payments, coordinate policy issuance and claims, and identify relevant insurance gaps.

The initial focus will be on:

Collecting existing insurance-policy information

Preparing a one-page insurance summary for each client family

Managing premium reminders and payment assistance

Bringing existing motor-policy renewals under Wealthvault

Identifying suitable health-insurance portability opportunities

Identifying requirements for term and child plans

Identifying basic Employer–Employee, Key Person and other business-insurance requirements

Key responsibilities and weightage

Pay: ₹25,000.00 - ₹50,224.57 per month

Experience

- Insurance sales: 2 years (Required)

Work Location: In person

📌 General Insurance Advisor (Chandigarh)
🏢 Wealthvault research and analytics private
📍 Chandigarh