Company Description Mitra by Healthysure is India’s leading claim-focused insurance platform, designed to make complex policies simple and stress-free for customers. The platform provides personalized guidance across health, life, home, and cyber insurance, helping individuals and families choose the coverage that fits their needs. Mitra offers a dedicated claim expert for each customer, who manages documentation and coordination from the first notice of claim through final settlement.
The team is committed to building trust, delivering clear information, and ensuring peace of mind through seamless insurance experiences.
Role Description The Life Insurance Specialist is a full-time remote role responsible for advising individuals and families on suitable life insurance products based on their financial goals and protection needs. In this role, the specialist conducts consultations, explains policy features and perks in clear terms, prepares and presents proposals, and supports customers through the application and underwriting processes. Daily activities include responding to inquiries, maintaining accurate customer records, following up on leads, and coordinating with internal teams to ensure smooth policy issuance and claim support.
The specialist also contributes to sales targets,
participates in training sessions, and shares customer feedback to improve Mitra’s life insurance offerings and overall service quality.
Qualifications
- Solid Insurance and Finance knowledge, with the ability to explain life insurance concepts, policy structures, and basic financial planning in simple language.
- Proven Insurance Sales and Sales skills, including experience in prospecting, consultative selling, and achieving or exceeding sales targets.
- Excellent Customer Service skills, with a focus on empathy, clarity, and building long-term relationships in a remote environment.
- Comfort with digital tools and remote communication platforms, and ability to manage documentation and follow-ups efficiently.
- Relevant experience in life insurance advisory or financial services; professional certifications in insurance or finance are an advantage.
- Strong written and verbal communication skills in English; additional regional language skills are beneficial.
- Ability to work independently, manage time effectively, and collaborate with cross-functional teams.
- Bachelor’s degree in business, finance, insurance, or a related field preferred.
📌 Life Insurance Specialist (India)
🏢 mitra
📍 India