Insurance Consultant

Found in: Talent IN C2 - 2 weeks ago


Sany, India Bajaj Allianz Life Insurance Full time
Overview:The InsuranceConsultant plays a vital role in assisting individuals andbusinesses in finding the right insurance coverage to protect theirassets. They analyze clients insurance needs offer suitablepolicies and ensure that clients understand their coverage. Theconsultant acts as a liaison between insurance companies andclients providing expert advice and building longtermrelationships.KeyResponsibilities:
  • Evaluate clientsinsurance needs and risk profile
  • Research andrecommend the right insurance policies
  • Explainpolicy features limitations and exclusions toclients
  • Customize insurance programs to suitindividual clients
  • Advise clients on claims andfacilitate the settlement process
  • Develop andmaintain a client base through networking andreferrals
  • Stay updated on insurance productsand industry regulations
  • Assist clients withpolicy renewals and adjustments
  • Monitor markettrends to provide competitive insurancesolutions
  • Collaborate with underwriters andinsurance carriers
RequiredQualifications:
  • Bachelors degree inBusiness Finance or related field
  • Licensure ininsurance (property and casualty life healthetc.)
  • Proven experience in insurance sales orconsulting
  • Demonstrated knowledge of variousinsurance products and services
  • Excellentcommunication and negotiation skills
  • Stronganalytical and problemsolvingabilities
  • Customer service orientation andrelationshipbuilding skills
  • Ability tomultitask and prioritize in a fastpacedenvironment
  • Proficiency in insurance softwareand Microsoft Office suite
  • Commitment tocompliance with industry regulations and ethicalstandards

insurance regulationcompliance,sales,market trend analysis,customer service,sales andbusiness development,insurance sales,networking,underwritingcollaboration,negotiation,leadership and management,insuranceconsulting,analytical,risk analysis,policyrenewal,referrals,ethical standardscompliance,communication


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