Senior Policy Advisor

2 days ago

bangalore, India GrayQuest Full time

Role Overview

We are seeking an Insurance Policy Advisor to act as the primary advisor for our customers’ insurance needs. In this role, you will consult with families to understand their health and financial requirements, explain policy options in simple terms, and recommend the most suitable insurance solutions.

The ideal candidate will have prior experience in health/term insurance advisory or sales, strong communication skills, and the ability to build long-term trust with customers. This is a full-time, with immediate joining.



Key Responsibilities

  • Customer Consultation: Connect with clients to understand their healthcare needs, financial goals, and risk profile.
  • Policy Advisory: Clearly explain policy options, coverage details, premiums, exclusions, and benefits to customers.
  • Plan Recommendation: Compare multiple insurers’ products and suggest the most suitable plan for each customer.
  • Enrollment Assistance: Guide customers through policy applications, documentation, and onboarding.
  • Ongoing Support: Provide advice on renewals, coverage modifications, and claims-related queries.
  • Compliance & Transparency: Ensure all advisory services comply with IRDAI guidelines and uphold customer-first ethics.
  • Relationship Building: Develop and maintain strong, trust-based relationships with customers to become their long-term insurance advisor.
  • Knowledge Building: Stay updated on health insurance products, industry trends, and regulatory changes.



Requirements

Education

  • Bachelor’s degree in Business, Finance, Insurance, or related field.

Experience

  • 2–3 years of proven experience in health/term insurance advisory, sales, or related roles.

Certifications

  • IRDAI Health Insurance certification or equivalent required/preferred.

Skills

  • Strong knowledge of health insurance products, policies, and benefits.
  • Excellent communication and interpersonal skills.
  • Ability to explain complex insurance concepts in simple terms.
  • Proficiency in MS Office and CRM tools.

Attributes

  • Customer-first mindset with empathy and professionalism.
  • Strong relationship-building skills and consultative approach.
  • Self-motivated, goal-oriented, and able to work independently.
  • Integrity, transparency, and a genuine passion for helping customers make the right decisions.



Why Join Us?

Here’s why GrayQuest is different:

  • Advice First, Always: We provide guidance, not pressure—helping families make confident, well-informed decisions.
  • Build Something New: Be part of creating a vertical from scratch at a fast-growing fintech.
  • Trust & Transparency: IRDAI compliance, customer-first service, and honesty are non-negotiable.



✨ This role is ideal for an insurance advisor who is passionate about guiding families toward the right health coverage and becoming their trusted partner in securing peace of mind.

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