Insurance Advisor

19 hours ago

Kolkata, West Bengal, India Everest Fleet Full time US$ 90,000 - US$ 1,20,000 per year

The Insurance Advisor Executive is responsible for reviewing, verifying, and processing insurance claims in a timely and accurate manner. The role ensures that all claim settlements comply with company policies, contractual terms, and regulatory guidelines while delivering excellent customer service.

Key Responsibilities

Claims Processing & Verification

  • Review and validate claim documents, forms, and supporting evidence.
  • Ensure compliance with policy terms, conditions, and coverage limits.

Investigate discrepancies and request additional documentation if required.

Settlement & Approval

  • Calculate claim amounts and process settlements accurately.
  • Coordinate with underwriters, surveyors, and other stakeholders to finalize claims.
  • Approve or escalate claims as per authority limits.

Customer Communication

  • Respond to claimants regarding claim status and queries.
  • Explain settlement decisions clearly and professionally.
  • Maintain high customer satisfaction through transparent communication.

Documentation & Reporting

  • Maintain accurate claim records in the system.
  • Prepare claim reports for management review.
  • Ensure timely closure of claims within service-level agreements (SLAs).

Compliance & Quality Control

  • Adhere to IRDAI and other regulatory requirements.
  • Follow internal audit and quality guidelines.

  • Assist in process improvement initiatives for faster and more efficient settlements.

  • Qualifications & Skills

  • Education: Graduate in any discipline (preferably Commerce, Finance, or Insurance-related).

  • Experience: 13 years in claims processing/settlement (insurance, healthcare, or related field).
  • Skills:
  • Strong analytical and numerical ability.
  • Attention to detail and accuracy.
  • Good communication and interpersonal skills.
  • Familiarity with claims management software.

  • Life Insurance Advisor

    1 week ago

    Kolkata, West Bengal, India Aditya Birla Capital Full time

    Company DescriptionAditya Birla Capital Ltd, based in Mumbai, India, is a leading financial services company. The company is dedicated to providing equal employment opportunities and prohibits discrimination or harassment based on race, color, religion, ethnicity, age, gender, disability, or any other characteristic protected by law. With a strong commitment...

  • Life Insurance Advisor

    3 weeks ago

    Kolkata, West Bengal, India Aditya Birla Capital Full time

    Company DescriptionAditya Birla Capital Ltd, based in Mumbai, India, is a leading financial services company. The company is dedicated to providing equal employment opportunities and prohibits discrimination or harassment based on race, color, religion, ethnicity, age, gender, disability, or any other characteristic protected by law. With a strong commitment...

  • Life Insurance Advisor

    2 weeks ago

    Kolkata, West Bengal, India Aditya Birla Capital Full time

    Company DescriptionAditya Birla Capital Ltd, based in Mumbai, India, is a leading financial services company. The company is dedicated to providing equal employment opportunities and prohibits discrimination or harassment based on race, color, religion, ethnicity, age, gender, disability, or any other characteristic protected by law. With a strong commitment...

  • Life Insurance Advisor

    2 weeks ago

    Kolkata, West Bengal, India Aditya Birla Capital Full time

    Company Description Aditya Birla Capital Ltd, based in Mumbai, India, is a leading financial services company. The company is dedicated to providing equal employment opportunities and prohibits discrimination or harassment based on race, color, religion, ethnicity, age, gender, disability, or any other characteristic protected by law. With a strong...

  • Insurance Advisor

    20 hours ago

    Kolkata, West Bengal, India Duas Knowledge Potli Full time ₹ 25,000 - ₹ 3,00,000 per year

    DKP Recruiter team is hiring for the Job Title: Insurance and Mutual Fund AdvisorLocation: City center 2, Newtown,KolkataJob Summary:We are looking for experienced professionals in Insurance and Mutual Funds with strong domain knowledge and client-handling skills. The role involves advising clients on financial products, managing relationships, and achieving...

  • Financial Advisor

    18 hours ago

    Kolkata, West Bengal, India Aditya Birla Sun Life Insurance Full time ₹ 8,00,000 - ₹ 12,00,000 per year

    Company DescriptionEstablished in 2000, Aditya Birla Sun Life Insurance Company Limited (ABSLI) is a joint venture between the globally renowned Aditya Birla Group and Sun Life Financial Inc., a leading financial services organization from Canada. ABSLI is recognized for its innovation and industry benchmarks, such as the introduction of the "Free Look...

  • Insurance Team Lead Position

    5 days ago

    Kolkata, West Bengal, India beBeeLeadership Full time ₹ 45,00,000 - ₹ 90,00,000

    Unit Leadership OpportunityA growth-oriented and experienced professional is required to lead a team in driving business expansion within the health insurance sector.Key Responsibilities:Team Development & Performance:Oversee recruitment, training, and mentorship of a team of insurance advisors/agents.Establish and monitor sales targets to ensure achievement...

  • Senior Life Insurance Advisor

    1 day ago

    Kolkata, West Bengal, India beBeeLifeInsurance Full time ₹ 30,00,000 - ₹ 70,00,000

    Life Insurance Sales Professional",">We are seeking a motivated and results-driven individual to drive life insurance sales through direct client engagement and field visits. This is a performance-oriented role that offers attractive incentives, allowances, and excellent career growth opportunities for the right candidate.",">Key...

  • Senior Financial Advisor

    4 days ago

    Kolkata, West Bengal, India beBeeFinancial Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Senior Financial Advisor RoleThe primary objective of this role is to acquire and activate new relationships with key distributors, focusing on driving sales volume growth.To achieve this goal, the successful candidate will be responsible for identifying potential business opportunities, engaging regularly with distributors, and ensuring timely dissemination...

  • Private Banking Advisor, Associate

    5 days ago

    Kolkata, West Bengal, India Deutsche Bank Full time

    Job DescriptionPrivate Banking Advisor, AssociatePosition OverviewJob Title: Private Banking Advisor, AssociateLocation: Calcutta, IndiaRole Description- Branch Banking is the liability business for Deutsche Bank present in 17 locations across India . This carters to a wide variety of population through its distinct channels like Personal banking, Private...