Insurance Advisor Jobs Opening in Insurance Sector at Kammanahalli, Bangalore
Insurance Advisor
Job Description
Key Responsibilities
1. Client Consultation and Needs Assessment
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Engage with clients to understand their personal or business insurance requirements.
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Conduct needs assessments to identify risks and coverage gaps.
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Analyze client profiles and recommend suitable insurance plans (e.g., life, health, auto, home, travel, or commercial policies).
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Educate clients on policy terms, coverage details, premiums, riders, exclusions, and claims procedures.
2. Sales and Business Development
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Generate leads through cold calling, networking, referrals, digital channels, or participation in community and corporate events.
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Follow up on inquiries and convert leads into clients through consultative selling.
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Promote and cross-sell multiple insurance products to maximize customer value.
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Achieve individual sales targets, monthly quotas, and performance benchmarks set by the company.
3. Policy Management and Support
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Assist clients in completing applications, verifying documents, and understanding underwriting requirements.
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Guide customers through renewals, policy changes, or policy cancellations as needed.
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Provide ongoing service by updating client records and ensuring policies remain relevant as client circumstances evolve.
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Help clients file claims and liaise with the claims department to ensure timely resolution.
4. Market and Product Knowledge
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Stay updated on new insurance products, policy updates, and regulatory changes.
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Understand competitors’ offerings and market trends to position products effectively.
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Participate in product training sessions, certification programs, and industry workshops.
5. Compliance and Documentation
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Maintain accurate and up-to-date customer records in CRM or internal systems.
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Ensure that all client interactions and transactions are compliant with company policies and insurance regulations.
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Adhere to ethical standards and maintain confidentiality regarding client information.
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Submit daily/weekly reports on sales activities, leads status, and customer feedback.
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, Other Post Graduate
- What are the salary requirements for this job?
- Ans: The salary range is between 25000 and 50000 Monthly. The Salary will depend on the interview. This Insurance Advisor is a Full Time in Bangalore.
- 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.
