Health Insurance Policy Advisor

1 day ago


Mumbai, Maharashtra, India Grayquest Finance Full time ₹ 20,00,000 - ₹ 25,00,000 per year

Role & responsibilities

  • Customer Consultation: Connect with clients to understand their healthcare needs, financial goals, and risk profile.
  • Policy Advisory: Clearly explain policy options, coverage details, premiums, exclusions, and benefits to customers.
  • Plan Recommendation: Compare multiple insurers products and suggest the most suitable plan for each customer.
  • Enrollment Assistance: Guide customers through policy applications, documentation, and onboarding.
  • Ongoing Support: Provide advice on renewals, coverage modifications, and claims-related queries.
  • Compliance & Transparency: Ensure all advisory services comply with IRDAI guidelines and uphold customer-first ethics.
  • Relationship Building: Develop and maintain strong, trust-based relationships with customers to become their long-term insurance advisor.
  • Knowledge Building: Stay updated on health insurance products, industry trends, and regulatory changes.

Preferred candidate profile

Education

  • Bachelors degree in Business, Finance, Insurance, or related field.

Experience

  • 23 years of proven experience in health insurance advisory, sales, or related roles.

Certifications

  • IRDAI Health Insurance certification or equivalent required/preferred.


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