Insurance advisor

An insurance advisor acts as a licensed professional mediator between clients and insurance companies, helping individuals and businesses evaluate risk and select appropriate protection plans (such as life, health, motor, or property insurance).

Core Responsibilities • Needs Assessment: Analyze clients' financial situations, income, dependents, and risk tolerance to propose tailored policies. • Product Education: Explain complex insurance terms—such as premiums, coverage limits, exclusions, and deductibles—in simple, everyday language. • Policy Comparison: Present pros and cons of various plans from insurers to help clients make informed decisions. • Compliance & Documentation: Ensure proposal forms, KYC records, and disclosures strictly follow regulatory guidelines (such as IRDAI rules in India). • Claims & Renewal Support: Assist clients through policy renewals, service inquiries, and the entire claims-processing journey. • Relationship Management: Maintain long-term client trust and adjust coverage during major life milestones (like marriage, having children, or buying a home).

Pay: ₹9,900.00 - ₹51,000.00 per month

Benefits:

• Cell phone reimbursement
• Flexible schedule
• Food provided

Work Location: In person