Insurance Executive

3 days ago

Domlur Bengaluru Karnataka, India Credence Family Office Pvt Ltd Full time

We are looking for smart, passionate, self-motivated and detail-oriented Insurance person with at least 3-5 years of work experience in Insurance companies/ Family offices/Banks/Wealth Management Firms.
- Research and source potential clients and build long-term relationships with them
- Persuade prospective clients to engage in a phone conversation and/or meeting to discuss insurance/loans/real estate products
- Advise clients on the insurance policies/ home loans/real estate buying selling that best suit their needs
- Close execution of approved policies to new clients and existing clients and explain benefits and risks of the policy
- Re-assess the policy needs of existing clients after life-changing events along with insurance domain partners
- Keep abreast of industry and market trends and best practices
- Help businesses, individuals, and families select an insurance policy that best fits their needs
- Periodically reassess policy needs of clients.
- Maintain regular contact with existing clients to discuss renewals or add-ons
- Explain various insurance policies and products to potential and existing clients, guiding them toward the best coverage.
- Follow-up on premium payments. **Assist in claims management. ** Acting as a liaison between insurance companies and clients. **Managing site visits for existing clients for real estate vertical to help buy/sell assets. ** Liase with broker network/meet new brokers for offering existing real estate inventory of family office clients. **Managing paper work for keeping properties up to date - e.g property tax record, khata work, working with empaneled lawyers to oversee registration of properties etc. ** Working closely with internal advisory team for advising on existing real estate owned by their clients **Knowledge of working on home loans, loan against properties, loan against securities, lease rental discounting and other loan products. ** Preparation of weekly/monthly reports to be sent to reporting managers and management.

**Salary**: ₹35,000.00 - ₹45,000.00 per month

**Benefits**:

- Health insurance

Schedule:

- Day shift
- Monday to Friday

**Experience**:

- total work: 3 years (preferred)

Work Location: In person

**Speak with the employer**
+91 8861349035

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