Virtual Relationship Manager - For Health Insurance (Wagle Estate)

Virtual Relationship Manager - For Health Insurance (Wagle Estate)

02 Oct
|
Kindle Hr
|
Wagle Estate

02 Oct

Kindle Hr

Wagle Estate

Greetings from Kindle HR!

The Virtual Relationship Manager (VRM) will engage with prospects who have shown interest in health insurance products, understand their coverage needs, and provide unbiased, advisory-led guidance to help them choose the right plan. This is a consultative sales role — the focus is on building trust and clarity for the customer

Responsibilities

● Connect with the Users who have shown interest in Insurance to understand their health insurance needs, existing coverage, and family composition.

● Conduct a needs-based review — flag gaps in existing cover and recommend suitable individual or family floater plans.

● Explain policy features, exclusions, waiting periods, claim process, and premium structures clearly and accurately.

● Guide prospects through the online purchase journey — quote selection, proposal form, medical disclosures, and payment.





● Ensure all advice is compliant with IRDAI guidelines on advisory conduct and disclosure norms.

● Log every interaction, recommendation, and outcome accurately in the CRM.

● Meet defined targets on conversion, average handling time, and customer satisfaction (CSAT).

● Stay updated on product changes across insurer partners

What we're looking for

● Minimum 1 year of experience in insurance advisory or telesales, preferably health insurance

● Strong communication and consultative skills

● Proficiency in an additional Regional Indian language is a plus

● Genuine customer-first orientation — ability to explain complex policy terms in straightforward language.

Pay: ₹20,000.00 - ₹25,000.00 per month

Benefits

- Paid sick time
- Provident Fund

Work Location: In person

📌 Virtual Relationship Manager - For Health Insurance (Wagle Estate)
🏢 Kindle Hr
📍 Wagle Estate

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