Insurance Advisor

2 - 4 years

0 Lacs

Posted:4 days ago| Platform: Foundit logo

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Work Mode

On-site

Job Type

Full Time

Job Description

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.
  • 2-3 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.
  • VRM Banking experience
  • Service to the Sales channel in Insurance or investment
  • Past Insurance Sales background

What We Offer:

  • Purpose-led Work

    : Be part of a mission to simplify insurance and make protection accessible to every individual.
  • Fast-Paced Growth

    : Work in a collaborative, agile environment with opportunities to take ownership early in your career.
  • Steep Learning Curve

    : Deep dive into the evolving world of customer behavior, and technology-led solutions
  • Supportive Culture

    : Work alongside passionate teammates and experienced mentors who believe in sharing knowledge and growing together.

About CoverSure

CoverSure is an AI-first InsurTech startup redefining the way Indians experience insurance.

CoverSures mission is to provide affordable, transparent, and data-driven insurance solutions that empower users to make informed choices and feel confident about their coverage.

We are backed by ENAM Holdings with Pre-Series-A $4 million funding, allowing us to invest deeply in product innovation, compliance infrastructure, and talent giving us a strong foundation to scale responsibly and ambitiously.

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