Health Insurance Advisor

1 week ago


Bangalore, India Navi Full time

About Navi:

Navi is one of the fastest-growing financial services companies in India providing Personal & Home Loans, UPI, Insurance, Mutual Funds, and Gold. Navi's mission is to deliver digital-first financial products that are simple, accessible, and affordable. Drawing on our in-house AI/ML capabilities, technology, and product expertise, Navi is dedicated to building delightful customer experiences.

Founders: Sachin Bansal & Ankit Agarwal

Know what makes you a “Navi_ite” :

  1. Perseverance, Passion and Commitment
  • Passionate about Navi’s mission and vision.
  • Demonstrates dedication, perseverance and high ownership.
  • Goes above and beyond by taking on additional responsibilities.
  1. Obsession with high quality results
  • Consistently creates value for the customers and stakeholders through high quality outcomes.
  • Ensuring excellence in all aspects of work.
  • Efficiently manages time, prioritizes tasks, and achieves higher standards.
  1. Resilience and Adaptability
  • Adapts quickly to new roles, responsibilities, and changing circumstances, showing resilience and agility.

Key Responsibilities:

  1. Engage directly with users in-person as a vital member of Navi's Health Insurance Field Advisory team. Understand customer needs and concerns, and provide personalized recommendations to guide & onboard customers by supporting them in their purchase journey.
  2. Efficiently manage and resolve customer inquiries and concerns, ensuring a high level of customer satisfaction.

Key Skills required : We are seeking candidates who are passionate, empathetic, and dedicated to creating meaningful change. To be a part of our team, you should have:

  1. Ability to Convince: The ability to positively influence others is a key skill we look for.
  2. Strong Communication Skills: Effective and clear communication is fundamental to our operations.
  3. Attention to Detail : Precision is key in the insurance industry. We appreciate individuals who are thorough and detailed in their approach to solving problems.
  4. Language Proficiency: Being proficient in English, Hindi & Kannada enables you to communicate effectively with a diverse audience in Bangalore.
  5. Technology Skills: Basic understanding of MS Excel and Google Sheets and familiarity with Inbound/Chat/Email tools.
  6. Territory Expert : You are able to navigate Bangalore’s roads and traffic with ease, ensuring timely client meetings within your assigned area. Two two-wheeler vehicles & valid driving license is a must.
  7. Work experience : 1-2 years, of prior experience in a field role is good to have, preferably in insurance or financial services.
  8. Minimum Education: Should be 12th pass.

Perks & Benefits:

  • Competitive salary and unlimited performance-based incentives.
  • Comprehensive health insurance coverage.
  • Fuel reimbursement.
  • Opportunities for career growth and development.
  • Collaborative and dynamic work environment.
  • Flexibility in working hours.


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