Agent
Jobs
Applied
Tracker
Profile
    1. Jobs for you
    2. Job

    Job · 14786471

    FA

    Insurance Advisor

    Freelancer Apalak Jash · Kolkata · onsite · Posted 52d ago

    Not disclosed0–1 yrsfulltimeSourced fromFoundit

    About a minute. You'll make an account on the way through.

    About this role

    Description

    We are seeking a motivated Insurance Advisor to join our team in Kolkata. This role is ideal for candidates with 0-1 years of experience who are looking to start their career in the insurance sector. The Insurance Advisor will be responsible for providing clients with expert advice on insurance policies, analyzing their needs, and ensuring they have the right coverage.

    Responsibilities

    • Provide advice to clients on insurance policies and coverage options.
    • Analyze clients insurance needs and recommend appropriate products.
    • Assist clients in completing insurance applications and paperwork.
    • Maintain and update client records and documentation accurately.
    • Stay informed about changes in the insurance industry and policy offerings.
    • Conduct follow-ups with clients to ensure satisfaction and retention.

    Skills and Qualifications

    • Bachelor's degree in Finance, Business, or a related field.
    • Strong communication and interpersonal skills.
    • Basic understanding of insurance products and services.
    • Ability to analyze and evaluate client needs effectively.
    • Proficiency in using computer software and tools for documentation and communication.
    • Customer service orientation and problem-solving skills.

    Sourced from foundit

    Skills

    Customer ServiceProblem Solvinganalytical thinkingNegotiation SkillsRisk AssessmentFinancial AcumenSales TechniquesPolicy KnowledgeRegulatory Compliancetime management

    Insurance Advisor · waiting for your command