Insurance Advisor Jobs Opening in Insurance Company at Andheri East, Borivali West, Dadar West, Mumbai
Insurance Advisor
Job Description
DON'T MISS A CHANCE TO EARN FROM AN ADDITIONAL SOURCE OF INCOME !!
Why become an Insurance advisor With us
Expand your product offerings
Get an earning opportunity with zero Investment
Attend Training Conventions
Work from home with digital enablers
Be flexible with your working hours
For more information please contact us
Overview:
An Insurance Advisor is a professional who helps individuals, families, and businesses understand their insurance needs and provides guidance on choosing suitable insurance policies. They act as a bridge between insurance companies and customers, ensuring clients are protected from potential financial losses due to unforeseen events like illness, accidents, natural disasters, or death.
Insurance Advisors may work for insurance companies, brokers, or independently, and can specialize in areas such as life insurance, health insurance, motor insurance, property insurance, or business insurance.
Key Responsibilities:
1. Client Consultation:
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Meet with clients to assess their insurance needs based on their life stage, financial status, and risk exposure.
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Understand client concerns and educate them about various insurance options and benefits.
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Recommend suitable insurance policies tailored to individual or business requirements.
2. Product Knowledge and Advice:
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Stay informed about the features, exclusions, premiums, riders, and terms of different insurance products (life, health, term, motor, travel, etc.).
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Explain complex insurance terms in simple language for clients to understand.
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Offer expert advice on coverage amounts, premium payments, and policy duration.
3. Sales and Policy Issuance:
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Promote and sell insurance products from the company or multiple providers.
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Assist clients with completing application forms and gathering necessary documentation.
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Submit policy proposals and track their progress until issuance.
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Achieve or exceed sales targets and performance benchmarks set by the organization.
4. Policy Servicing and Support:
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Provide after-sales support to clients, including helping them understand their policy documents.
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Assist with policy renewals, endorsements, policy modifications, and upgrades.
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Support clients in the claim process by guiding them through documentation and submission.
5. Relationship Management:
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Build long-term relationships with clients by offering trustworthy advice and consistent support.
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Maintain client records, schedule policy reviews, and suggest relevant policy additions over time.
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Resolve any client queries or complaints with professionalism and promptness.
6. Compliance and Ethics:
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Ensure all sales activities are conducted ethically and in accordance with insurance laws and company regulations.
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Maintain confidentiality of client information.
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Keep licenses and certifications up to date as required by local regulatory authorities.
Skills and Competencies:
Technical Skills:
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Strong knowledge of insurance products and financial planning principles
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Basic understanding of risk management and underwriting
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Familiarity with CRM software, digital platforms, and online policy management tools
Soft Skills:
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Excellent communication and interpersonal skills
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Sales and negotiation abilities
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Strong customer service orientation
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Analytical thinking and attention to detail
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Goal-driven, self-motivated, and persistent
More information about this Insurance Advisor Job
Please go through the below FAQs to get all answers related to the given Insurance Advisor job
- What are the job requirements to apply for this Insurance Advisor job position?
- Ans: A candidate must have a minimum of fresher as an Insurance Advisor
- What is the qualification for this job?
- Ans: The candidate can be a Graduate from any of the following: B.Com, BA, BBA/BBM, 12th Pass (HSE)
- What is the hiring Process of this job?
- Ans: The hiring process all depends on the company. Normally for an entry level, hiring the candidate has to go for Aptitude, GD (If they look for communication),Technical test and face to face interviews.
- This Insurance Advisor is a work from home job?
- Ans: Yes,its a Work from Home Job.
- How many job vacancies are opening for the Insurance Advisor position?
- Ans: There are immediate 1 job openings for Insurance Advisor in our Organisation.
Job Particulars
About Company
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