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...

**Turtlmint Insurance ltd** **Job Role : Insurance Cosultant** **Location : Andheri** Complete sales profile ( Tele sales) Sales of Insurance products Telecalling **Experience : 1 year experience in insurance sector** Qualification :Graduation **Salary**: ₹20,000.00 - ₹30,000.00 per month **Education**: - Bachelor's...

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...

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...

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 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...

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...

**Job description** **Position: Sales Manager & Relationship Manager** **Location: Nagpur,** Vashi, Chenmbur, Panvel,Nagpur **Roles and Responsibilities** - Recruit, train agents and generate business through them in the assigned territory. - Responsible for licensing and tracking activation of the same regularly. - To meet agents, lead providers,...