Insurance Advisor

ValuJobs · recruiting for a confidential client

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Listing updated

Pay
₹40,000–70,000 a month
Location
Bhopal, Madhya Pradesh
Work mode
On-site
Job type
Full time
Experience
2–5 yrs
Category
Finance

In hand: about ₹36,000–63,100 a month after PF and income tax (estimate). How it's worked out

Join our client's team as an Insurance Advisor, where you will assist clients in understanding and selecting insurance policies that best suit their needs.

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About the role

As an Insurance Advisor, you will engage with clients to assess their insurance needs and provide tailored solutions that ensure comprehensive coverage. Your responsibilities will include explaining policy details, processing applications, and efficiently handling claims. Strong relationship-building skills and excellent communication abilities are essential for success in this role.

This position is ideal for individuals looking to advance their careers in the insurance sector while offering valuable guidance to clients. Our client fosters a supportive team environment and provides opportunities for professional development, enabling you to make a positive impact on clients' lives through effective insurance solutions.

What you'll do

  • Assess client insurance needs and provide tailored recommendations.
  • Process insurance applications and manage administrative tasks.
  • Maintain relationships with clients and provide ongoing support.

What you'll need

  • Bachelor's degree in Finance or a related field.
  • IRDAI license preferred.
  • Strong interpersonal and communication skills.

Skills

Strong analytical skills. Excellent written and verbal communication. Customer service orientation.

Good to have

Experience with CRM software. Knowledge of regulatory compliance.

Benefits

  • Competitive salary and performance bonuses.
  • Comprehensive health insurance.
  • Professional development opportunities.

Interested in this role?

It takes about two minutes. Free to apply — ValuJobs never asks candidates for money.

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Questions about this job

What are the primary responsibilities of this role?
You will assess client needs, provide tailored insurance solutions, process applications, and assist with claims.
What qualifications do I need for this position?
A background in insurance, finance, or related fields is preferred, along with excellent communication skills.
Is this job onsite or remote?
This is an onsite position based in Shivaji Nagar, Bhopal.

Listing last updated

Insurance Advisor

₹40,000–70,000 a month

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