Insurance Advisor

Key Responsibilities:

• Engage with clients via calls or digital channels to resolve queries and offer

insurance recommendations.

• Review customer insurance portfolios to identify protection gaps, redundancies, or

optimization opportunities.

• Stay updated on product features, claim processes, and regulatory changes across

insurance categories.

• Provide clear, simple, and accurate advice to help customers make informed

insurance decisions.

• Build trust-based relationships with clients to enhance loyalty and long-term

engagement.

• Collaborate with internal teams to relay customer insights and contribute to

product/service improvement.

• Maintain accurate and detailed logs of interactions, reviews, and follow-up actions in

CRM tools.

Required Qualifications:

• Graduate in any discipline.

02 years of experience in customer engagement, financial services, or insurance-related roles.

• Excellent verbal communication skills in English and Hindi; fluency in any additional

regional language is a plus.

• Strong analytical skills with attention to detail and a problem-solving mindset.

• Eagerness to learn and grow in the insurance domain.