General Insurance Advisor

7 days ago


Vikhroli Mumbai Maharashtra, India Geo Fintech Full time

As a General Insurance Executive, you will be responsible for various tasks related to the administration and management of general insurance policies. Your primary duties will include:
1. Client Interaction: Interacting with clients to understand their insurance needs, providing information about available policies, and assisting them in selecting appropriate coverage options.

2. Policy Management: Managing policy issuance, renewals, endorsements, and cancellations accurately and efficiently while ensuring compliance with regulatory requirements.

3. Claims Processing: Handling insurance claims efficiently, including verifying claims, assessing damages, and facilitating the settlement process in a timely manner.

4. Documentation: Maintaining accurate and up-to-date records of insurance policies, endorsements, claims, and other relevant documentation.

5. Customer Service: Providing excellent customer service by addressing client inquiries, resolving issues, and ensuring overall client satisfaction.

6. Risk Assessment: Assessing risks associated with potential policyholders and providing recommendations to underwriters to mitigate risk exposure.

7. Cross-Selling: Identifying opportunities to cross-sell additional insurance products or services to existing clients based on their needs and preferences.

8. Compliance: Adhering to all relevant laws, regulations, and company policies governing the insurance industry, including data protection and privacy regulations.

**Requirements**:

- Bachelor’s degree in business administration, finance, or a related field.
- Proven experience in the insurance industry, preferably in a similar role.
- Strong understanding of general insurance products, policies, and procedures.
- Excellent communication and interpersonal skills.
- Ability to work effectively in a fast-paced environment and manage multiple tasks simultaneously.
- Attention to detail and accuracy in data entry and documentation.

**Experience**:

- total work: 1 year (preferred)

Work Location: In person


  • Insurance Advisor

    2 weeks ago


    Mumbai, India Akshar Group Insurance & Risk advisor Full time

    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...

  • Insurance Advisor

    7 days 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....

  • Insurance Advisor

    2 weeks ago


    Mumbai, Maharashtra, India Be Wealthy Full time

    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

    3 days ago


    Andheri, Mumbai, Maharashtra, India Mosahay associate pvt ltd Full time

    An insurance advisor in an agency channel role typically has the following responsibilities: - **Provide insurance advice**: Help clients find the best insurance policies for their needs - **Analyze policy details**: Process policy adjustments and renewals - **Help with claims**: Assist clients with insurance claims and ensure they are satisfied with their...


  • Mumbai, Maharashtra, India Star Health and Allied Insurance Co. Ltd Full time ₹ 5,00,000 - ₹ 10,00,000 per year

    Company DescriptionStar Health & Allied Insurance Co. Ltd. is an Indian health insurance company based in Chennai, established in 2006 as India's first standalone health insurance provider. The company offers innovative health, personal accident, and travel insurance products. With an extensive network of over 14,000 hospitals, Star Health delivers cashless...

  • Insurance Advisor

    1 week ago


    Andheri, Mumbai, Maharashtra, India LICI Full time

    **Join the LIC Team: Become a Successful Agent/Advisor in Mumbai** **Introduction**:* **Benefits of Becoming a LIC Agent/Advisor**:* **- Unlimited earning potential** **- Flexible working hours** **- Comprehensive training and support** **- Attractive incentives and rewards** **- Opportunity to make a difference in people's lives** **- Dynamic work...


  • Chembur, Mumbai, Maharashtra, India FBTS ES Full time

    Understand customer needs and recommend suitable insurance plans. Generate interest and convert leads into sales or appointments. Maintain a database of customer information and call records in the CRM. Handle customer queries and provide accurate information. Achieve daily/weekly/monthly targets for calls, leads, and sales. **Job Types**: Full-time,...

  • Insurance Advisor

    3 days ago


    Borivali, Mumbai, Maharashtra, India ONEWAY Full time

    We are looking for a driven and customer-focused **Insurance Advisor.** This role involves expanding our client base, meeting sales targets, and ensuring a high level of client satisfaction. **Key Responsibilities**: - Identify and pursue new client opportunities. - Build and maintain strong relationships with clients. - Recommend suitable insurance...

  • Insurance Advisor

    3 days ago


    Mumbai, India Hamari Awaaz Charitable Trust Full time

    **Insurance Advisor Responsibilities**: - Meeting with clients. - Offering specialized financial guidance and advice. - Completing financial needs analyses. - Creating and explaining customized plans. - Utilizing knowledge of tax investment strategies. - Assessing clients' financial portfolios. - Analyzing clients' risk. -Encouraging clients to invest in...


  • Mumbai Central, Mumbai, Maharashtra, India Sky Services Full time

    Job title:Financial Planning Advisor/ Investment Advisory **We need people who are-** Active Listener. Passionate about making money work harder for clients by Good Communicator. Willing to take extra steps for clients. Comfortable with Excel & MS Word & PPT Entrepreneur mind set. **Their Day to Day job will include-** Align Meetings for prospective...