Insurance Advisor

1. Renew1. Renewing current policies and assisting with claims. 2. Provide proactive support to clients in the renewal process consistently, timely and accurately. 3. Track contracts that are soon to be expired and contact customers for renewals. The customers need to be contacted both in writing and by call, 2 months in advance and reminders to begiven...

our Company BeWealthy helps 1800+ retail clients and 16 corporates with their insurance needs, managing assets exceeding 28 crores in western India. With a dedicated team of 27, we earned the 2022 IRDA Corporate Agency recognition. Come, be part of the team that is building a comprehensive distribution channel for Life, Health, and Non-Life insurance...

Insurance Advisor Mumbai Company: Leading Private Sector Life Insurance CompanyJob profile Create and manage leads Track Sales activities Conduct financial analysis of clients Build customise insurance policies and packages Advise clients potential risks and benefits of policy After sales service Participate in regular sales meetings and training sessions...

RoleOverviewAs anInsurance Advisor, you will lead client-facing insurance advisory and servicing. You will conduct protection needs analysis, audit legacy policies using the MWEC technique, and designFamily Insurance Portfolios (FIPs)that align with client risk profiles and life goals. The role includes onboarding support, renewal management, and claims...

Insurance Advisor Mumbai Company: Leading Private Sector Life Insurance CompanyJob profile Create and manage leads Track Sales activities Conduct financial analysis of clients Build customise insurance policies and packages Advise clients potential risks and benefits of policy After sales service Participate in regular sales meetings and training sessions...

Self Driven Insurance Advisor resposible for providing financial advice to clients on retirement planning, investing in future, saving for education and life protection. To Generate leads, meet with clients, complete a financial need analysis and present them with customised financial proposals. Discuss and market various insurance options that suit their...

Job Description:We are pleased to inform you that is currently hiring for the position of Insurance Operations Executive. This remote role is an excellent opportunity for professionals with a strong aptitude for organization, operational efficiency, and client support.As an Insurance Operations Executive, you will be responsible for managing key...

About us, Job Details : Positions : - Executive Total Experience - 0 - 1 yr exp (experience in Insurance industry will add value) Location - Ghatkopar Mode of work - WFO Interview Mode - Face to Face Working days - Mon - Sat Timings - 10.00 am to 6.30 pm Role & Responsibilities: - Freshers are consider. - Experience in insurance like motor or health...

Position: - Insurance Advisor Location: - Mumbai **Responsibilities**: - **1. Build relationships with clients and communities.**: - **2. Provide solutions for short - and long-term financial goals.**: - **3. Convince customers to buy Insurance and Mutual Funds.**: - **4. Ensure proper customer profiling on each call, to identify andunderstand...

**Job Description: Insurance Advisor** **Location**: Andheri and Powai, Mumbai **Salary**: ₹15,000 - ₹30,000 (Based on interview performance) + Incentives **Joining**: Immediate **Role Overview**: **Key Responsibilities**: - Build and maintain relationships with clients to provide customized insurance solutions. - Explain insurance policies, terms,...