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Insurance Advisor
Freelancer Apalak Jash · Kolkata · onsite · Posted 52d ago
Not disclosed0–1 yrsfulltimeSourced from
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