Senior Insurance Advisor

ValuJobs · recruiting for a confidential client

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Pay
₹60,000–90,000 a month
Location
Kolkata, West Bengal
Work mode
On-site
Job type
Full time
Experience
3–6 yrs
Category
Finance

In hand: about ₹54,000–81,200 a month after PF and income tax (estimate). How it's worked out

Seeking a seasoned Senior Insurance Advisor to guide clients on optimal insurance solutions while managing their portfolios effectively.

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About the role

As a Senior Insurance Advisor, you will be responsible for providing insightful advice to clients regarding insurance policies tailored to their needs. You will work closely with insurance underwriters and claims teams to ensure customer satisfaction and policy accuracy. Ideal candidates should have a robust background in insurance products and excellent communication skills to foster client relationships. Our client offers a supportive environment with opportunities for career advancement and professional growth.

Your role will involve analyzing client needs, proposing suitable insurance coverage options, and assisting in policy renewals and claims processes. This position is perfect for candidates looking to leverage their expertise in a dynamic team setting.

What you'll do

  • Advise clients on insurance policies
  • Manage client portfolios
  • Collaborate with underwriting teams
  • Assist clients with claims and renewals

What you'll need

  • Bachelor's degree in Finance or related fields
  • IRDAI license
  • 3+ years of experience in insurance advisory

Skills

Strong communication Analytical skills Client management

Good to have

Knowledge of regulatory requirements Sales experience

Benefits

  • Competitive salary
  • Performance bonuses
  • Health insurance

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 advise clients on insurance products, manage portfolios, and facilitate claims.
What qualifications are needed for this position?
A degree in finance or related fields and relevant insurance certifications are required.
What is the work mode for this job?
This role requires onsite work at our Kolkata office.

Listing last updated

Senior Insurance Advisor

₹60,000–90,000 a month

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