
Insurance Advisor-assistant
3 days ago
**Job Title: Insurance Advisor-Assistant.**
**Location: Thane.**
**Experience: 1-2 years (retail, corporate sales, non
- life or an insurance broker)**
**About the Role**:
The Insurance Advisor-Assistant will manage client relationships, handle insurance portal tasks, and coordinate training. They will use CRM software, conduct client visits, and stay updated on industry trends.
**Responsibilities**:
- Client Coordination: You will act as the primary point of contact for clients, ensuring clear communication and fostering strong relationships.
- Insurance Portal Handling: You will use portals like Applied Epic for quoting, policy issuance, renewals, and providing client support.
- CRM Software: You will manage sales activities, track client records, and oversee the sales pipeline using CRM software.
- Insurance Training Co-Ordinator: You will explain clients about insurance products and processes to help them understand and utilize the solutions effectively.
- Client Visits: You will conduct in-person visits when necessary to present proposals, discuss policies, or address client concerns.
- Market Research: You will stay informed on industry trends, competitor activities, and emerging marketing strategies to improve the sales process.
- Reporting & Feedback: You will provide regular reports on sales activities, client feedback, and market insights to senior management.
- Product Knowledge: You will stay up to date on the company’s insurance products, including any updates or changes.
- Problem-Solving: You will promptly address client issues, offering solutions and guiding them through insurance-related challenges.
**Qualifications**:
- Experience: 1-2 years of sales experience, preferably in retail, corporate sales, Non-life Insurance or an insurance broker environment.
- Education: Bachelor’s degree in Insurance or a related field.
**Skills**:
- Strong communication skills.
- Proficiency in CRM software for tracking sales and managing client data.
- Knowledge of Digital Marketing and experience with lead generation are a plus.
- Background as an Insurance broker would be an added advantage.
**Job Types**: Full-time, Permanent
Pay: ₹15,000.00 - ₹30,000.00 per month
**Benefits**:
- Health insurance
Schedule:
- Day shift
- Fixed shift
- Morning shift
Supplemental Pay:
- Commission pay
- Performance bonus
**Experience**:
- total work: 1 year (preferred)
Work Location: In person
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