23 Sep
|
Kotak Life Insurance
|
India
23 Sep
Kotak Life Insurance
India
Key Responsibilities
lead Generation: Find recent clients using networking, referrals, social media, and outreach.
Needs Analysis: Assess a client's income, financial goals, and family situation to recommend the right coverage.
Product Education: Explain complex policy terms, premiums, and benefits clearly.
Application Support: Guide clients through underwriting paperwork and medical disclosures.
Policy Servicing: Handle renewals, beneficiary changes, and answer ongoing billing or policy questions.
Claims Assistance: Support grieving families or beneficiaries through the claim settlement process.
📌 Life Insurance Agent (India)
🏢 Kotak Life Insurance
📍 India