Need Assessment : Analyze client requirements and recommend suitable insurance products (Motor, Health, Life, etc.) from various insurers.
- Portfolio Growth : Identify opportunities for cross-selling and up-selling to existing clients to enhance their insurance coverage.
- Policy Support : Assist clients with the end-to-end documentation process, policy issuance, and renewal reminders.
- Claims Assistance : Act as a liaison between the client and the claims team to ensure a smooth and timely claims settlement process.
- Digital Adoption : Guide clients on how to use the PolicyBoss platform for self-service, policy downloads, and updates.
Requirements & Skills
- Experience : 1-3 years of experience in Sales or Customer Service (preferably in the Insurance or Banking sector).
- Communication :
Excellent verbal and written communication skills with the ability to explain complex insurance terms simply.
- Product Knowledge : Basic understanding of General and Life Insurance products is a robust advantage.
- Mindset : Self-motivated, target-oriented, and capable of working independently in a remote environment.
What We Offer
- Opportunity to work with one of India’s leading insurance brokers.
- Comprehensive training on insurance products and digital tools.
- Performance-based incentives and career growth opportunities.
- A flexible work culture.
Pay: ₹15,000.00 - ₹22,000.00 per month
Perks :
- Flexible schedule
- Health insurance
- Life insurance
- Paid sick time
- Provident Fund