Health Insurance Policy Advisor
2 days ago
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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