Insurance Advisor

2 weeks ago

Ghansoli Navi Mumbai Maharashtra, India Mumbai Rozgaar Full time

Position Title: Insurance Advisor

Job Summary:
As an Insurance Advisor, your primary responsibility is to assist clients in identifying their insurance needs and provide them with appropriate coverage options. You will build and maintain strong relationships with clients while ensuring they understand the terms and conditions of their insurance policies. The goal is to help clients make informed decisions to protect their assets and mitigate risks.

Key Responsibilities:

- **Client Consultation**:

- Conduct thorough consultations with clients to understand their insurance requirements and financial situation.
- Analyze client needs and recommend suitable insurance products to meet those needs.
- **Policy Presentation**:

- Clearly explain the features, benefits, and terms of various insurance policies to clients.
- Provide comparisons between different policies to help clients make informed decisions.
- **Policy Administration**:

- Collaborate with underwriters to facilitate policy issuance.
- **Client Relationship Management**:

- Build and maintain strong, long-term relationships with clients.
- Address client queries, concerns, and claims promptly and professionally.
- **Market Research**:

- Stay updated on industry trends, regulatory changes, and new insurance products.
- Provide feedback to management regarding market conditions and customer preferences.
- **Compliance**:

- Ensure compliance with industry regulations and company policies.
- Keep accurate records of client interactions and transactions.
- **Cross-Selling and Upselling**:

- Identify opportunities for cross-selling and upselling additional insurance products.
- Maximize revenue generation through existing client relationships.
- **Professional Development**:

- Stay informed about industry best practices and participate in ongoing training and professional development activities.

Qualifications and Skills:

- Bachelor's degree in Business, Finance, or related field (preferred).
- Proven experience in insurance sales or related fields.
- Excellent communication and interpersonal skills.
- Strong analytical and problem-solving abilities.
- Knowledge of insurance products, regulations, and industry trends.
- Sales and customer service-oriented mindset.

This job description serves as a general guideline for the responsibilities and qualifications of an Insurance Advisor. Specific requirements may vary depending on the employer and the type of insurance being sold.

**Job Types**: Full-time, Permanent

**Salary**: ₹15,000.00 - ₹25,000.00 per month

**Benefits**:

- Health insurance
- Provident Fund

Schedule:

- Day shift
- Morning shift

**Experience**:

- total work: 1 year (preferred)

Ability to Commute:

- Ghansoli, Navi Mumbai, Maharashtra (required)

Ability to Relocate:

- Ghansoli, Navi Mumbai, Maharashtra: Relocate before starting work (required)

Work Location: In person

**Speak with the employer**
+91 8779802809

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