Insurance Advisor

3 weeks ago

Nashik Bhubaneswar, India Impact Hr Km Solutions Full time
Job Description

As an Insurance Advisor, you will be responsible for understanding clients insurance needs, educating them on various policy options, and recommending suitable insurance products (e.g., life, health, motor, general, commercial insurance). You will build and nurture client relationships, provide excellent customer service, and achieve sales targets. This role requires strong communication skills, empathy, a consultative sales approach, and a genuine interest in helping individuals and businesses manage risks.

Responsibilities

- Client Needs Assessment:
- Conduct thorough discussions with prospective and existing clients to understand their financial situation, risk tolerance, and insurance requirements.
- Identify specific needs related to life, health, assets, or business operations.
- Product Knowledge & Explanation:
- Develop and maintain in-depth knowledge of all insurance products offered by the company, including their features, benefits, terms, and conditions.
- Clearly and accurately explain complex policy details, premiums, deductibles, and coverage options to clients in an easy-to-understand manner.
- Stay updated on industry trends, competitor offerings, and regulatory changes.
- Sales & Relationship Building:
- Actively prospect for new clients through various channels (e.g., referrals, networking, cold calling, digital outreach).
- Present tailored insurance solutions and persuade clients to purchase suitable policies.
- Achieve individual and team sales targets and key performance indicators (KPIs).
- Build and maintain strong, long-term relationships with clients, acting as their trusted advisor for all insurance-related matters.
- Conduct regular follow-ups with clients to review policies, assess changing needs, and encourage renewals or upsells.
- Documentation & Compliance:
- Complete all necessary documentation accurately and efficiently for policy applications, claims, and other client requests.
- Ensure strict compliance with IRDAI regulations, company policies, and ethical guidelines in all interactions and transactions.
- Maintain accurate records of client interactions, policy details, and sales activities in the CRM system.
- Customer Service:
- Provide prompt and courteous customer service, addressing client queries, policy changes, and basic claim-related assistance.
- Escalate complex issues or claims to the appropriate internal departments for resolution.

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