123 Insurance Training Jobs - Page 3

Company Description As India's largest insurance broker, Policybazaar is committed to making insurance accessible and understandable for every Indian. Since 2008, we have been at the forefront of transforming the insurance sector by providing transparent, efficient, and unbiased solutions tailored to the diverse needs of over 80.5 million registered users With a dominant market share of over 93% in the digital insurance aggregator space and annual premium collection exceeding 15,000 crore in FY24,Join us on our mission to make insurance simple, accessible, and effective for all. Job Responsibilities Identifying the training needs across levels & conducting Refresher Training for the employees to improve the productivity. Coordinate training schedule, set up, creation of training materials and follow-up Training new employees in areas including sales training, product knowledge, customer communications and internal systems Responsible for providing the product knowledge on Health Insurance to all new joiners. Delivering product training (including selling skills, soft skills, objection handling) to Associate Sales Consultants, Team Leaders and Asst. Sales Managers Assist in delivery of on-going training programs Evaluate training and report on trainees Reviewing trainee's performances and preparing participants score sheets Arrange for follow-up training, or report following training sessions Timely & constructive feedback and counselling of the trainees Maintain detailed records of workshops conducted, participant lists, feedback, follow up activities etc. Require to travel for 15-20 days in a month in Kolkata and nearby locations. Desired Skills: Required from a training background Proficiency in employee development to assist employees in meeting the Performance Targets through Hiring, Coaching & Mentoring Ability to calibrate employee performance to the Performance Targets through monitoring and Coaching Ability to communicate and resolve issues that affect Performance Criteria Ability to handle escalations from employees Ability to escalate issues to their supervisor or other internal departments Demonstrated language fluency in English, Hindi. Qualifications Training Needs Analysis and New Hire Training skills Presentation and Analytical Skills Strong Communication skills Experience in instructional design and training methodologies Ability to assess training effectiveness and adapt training programs accordingly Strong organizational and time-management skills Previous experience in the insurance or financial services industry is a plus Interested candidates may please reach out to HR Himanshi Verma at 9069719390 or drop their updated CV at himanshiverma@policybazaar.com Regards, Himanshi Verma || Human Resource 9069719390

Company Description As India's largest insurance broker, Policybazaar is committed to making insurance accessible and understandable for every Indian. Since 2008, we have been at the forefront of transforming the insurance sector by providing transparent, efficient, and unbiased solutions tailored to the diverse needs of over 80.5 million registered users With a dominant market share of over 93% in the digital insurance aggregator space and annual premium collection exceeding 15,000 crore in FY24,Join us on our mission to make insurance simple, accessible, and effective for all. Job Responsibilities Identifying the training needs across levels & conducting Refresher Training for the employees to improve the productivity. Coordinate training schedule, set up, creation of training materials and follow-up Training new employees in areas including sales training, product knowledge, customer communications and internal systems Responsible for providing the product knowledge on Health Insurance to all new joiners. Delivering product training (including selling skills, soft skills, objection handling) to Associate Sales Consultants, Team Leaders and Asst. Sales Managers Assist in delivery of on-going training programs Evaluate training and report on trainees Reviewing trainee's performances and preparing participants score sheets Arrange for follow-up training, or report following training sessions Timely & constructive feedback and counselling of the trainees Maintain detailed records of workshops conducted, participant lists, feedback, follow up activities etc. Require to travel for 15-20 days in a month in Kolkata and nearby locations. Desired Skills: Required from a training background Proficiency in employee development to assist employees in meeting the Performance Targets through Hiring, Coaching & Mentoring Ability to calibrate employee performance to the Performance Targets through monitoring and Coaching Ability to communicate and resolve issues that affect Performance Criteria Ability to handle escalations from employees Ability to escalate issues to their supervisor or other internal departments Demonstrated language fluency in English, Hindi. Qualifications Training Needs Analysis and New Hire Training skills Presentation and Analytical Skills Strong Communication skills Experience in instructional design and training methodologies Ability to assess training effectiveness and adapt training programs accordingly Strong organizational and time-management skills Previous experience in the insurance or financial services industry is a plus Interested candidates may please reach out to HR Himanshi Verma at 9069719390 or drop their updated CV at himanshiverma@policybazaar.com Regards, Himanshi Verma || Human Resource 9069719390

We are looking for skilled EIS digital insurance trainers and freelancers with 3 to 8 years of experience. The ideal candidate will have a strong background in training and development, with excellent communication and interpersonal skills. Roles and Responsibility Develop and deliver high-quality training programs on EIS digital insurance products and services. Conduct workshops and seminars to educate participants about the benefits and features of EIS digital insurance policies. Create engaging learning materials, such as presentations, handouts, and assessments, to support training programs. Evaluate the effectiveness of training programs and recommend improvements. Collaborate with cross-functional teams to align training objectives with business goals. Stay up-to-date with industry trends and developments in EIS digital insurance. Job Requirements Proven experience in training and development, preferably in the recruitment or staffing industry. Strong knowledge of EIS digital insurance products and services. Excellent communication, presentation, and interpersonal skills. Ability to work independently and as part of a team. Strong analytical and problem-solving skills. Experience with adult learning principles and instructional design methodologies.

We are seeking a Claims Manager General Insurance to join our growing team at Absolute Insurance Surveyors. The ideal candidate will manage client accounts, oversee the insurance claims survey process, and ensure accurate and timely reporting. Key Responsibilities: Independently manage client accounts, maintaining excellent client relations and satisfaction Oversee end-to-end claims handling from loss notification to final report submission Coordinate with field surveyors and internal teams to ensure timely assessments Respond to client inquiries, provide policy clarification, and manage expectations Review claim documentation and support accurate claim evaluation Ensure compliance with IRDAI regulations and internal reporting standards Work closely with insurance company representatives to finalize claims Identify and mitigate fraudulent claims during the assessment process Desired Candidate Profile: 14 years of experience in general insurance claim handling or insurance survey Strong knowledge of insurance policy terms, general claims process, and documentation Excellent communication and presentation skills Ability to manage multiple clients/accounts and meet deadlines Candidates with IRDAI certification or insurance training will be preferred Should be proactive, detail-oriented, and well-organized

Hiring Sales Trainer Only " Male Candidate" Industry : Insurance Should have experience in Training Age Max 36 Location : Vijaywada Travelling also 8 to 9 Locations Interested Please share cv on swati.bhatia@vrindaglobal.com

Role & responsibilities: Ability to identify challenges, develop solutions, and make informed decisions. Experience. Experience in insurance sales or a related field is preferred. Experience in training or coaching sales teams, especially in a BPO setting. Willingness to adapt to changing BPO requirements and industry trends Ability to work effectively in a fast-paced and dynamic environment Comprehensive understanding of life insurance products, industry regulations, and sales practices. Education: Undergraduate is ok

Role & responsibilities: Outline the day-to-day responsibilities for this role. Preferred candidate profile: Specify required role expertise, previous job experience, or relevant certifications.

Senior Manager Learning & Development Location : Bangalore (Hybrid) Summary Shape the Future of Learning & Development Are you passionate about enabling talent growth through impactful learning strategies? We are seeking a Senior Service Delivery Manager – Learning & Development (L&D) to design, implement, and manage a dynamic L&D roadmap across the organization. This is a high-impact leadership role that will influence individual growth and institutional capability building, aligning directly with business priorities. Your Future Employer Join a fast-paced, innovation-driven organization with a strong focus on talent development. As part of the Learning & Development team, you will play a key role in transforming how the organization upskills and empowers its people. We are committed to creating an inclusive, engaging, and forward-thinking work environment. Responsibilities Lead the creation and execution of the organization-wide L&D strategy. Conduct Training Needs Analysis (TNA) to identify development priorities at both individual and institutional levels. Design and implement a holistic L&D plan using a mix of in-house training, eLearning, external programs, mentoring, and more. Drive program delivery with a focus on execution excellence and continuous improvement. Anchor the New Hire Orientation process to ensure smooth onboarding and cultural integration. Monitor learning effectiveness and generate key insights through MIS and feedback mechanisms. Manage the L&D budget, training calendar, vendor relationships, and related systems and processes. Stay current with L&D trends and apply innovative techniques to drive learning outcomes. Requirements Experience : 12–17 years in Learning & Development, with demonstrated success in designing and executing learning strategies. Domain : Prior experience in the Insurance or Finance sector is a plus. Skills : Strong expertise in instructional design, training delivery, and learning evaluation. Excellent interpersonal and communication skills. Proven ability to influence stakeholders across all levels. Familiarity with authoring tools, Learning Management Systems (LMS), and eLearning platforms. Education : Master’s degree in Organizational Design, Psychology, Business Administration (MBA - HR), or equivalent. Certifications : Any relevant L&D certifications will be an added advantage. What’s in it for You? Opportunity to influence L&D strategy for a large, multi-functional workforce. Work in a hybrid model offering flexibility and autonomy. Collaborate with forward-thinking leaders in an inclusive environment. Competitive compensation aligned with industry standards. Reach Us If you feel this opportunity aligns with your career aspirations, please feel free to connect with us by sharing your updated profile at: stuti.bhandari@crescendogroup.in Disclaimer Crescendo Global specializes in Senior to C-level niche recruitment. We are passionate about empowering job seekers and employers with an engaging and memorable job search and leadership hiring experience. Crescendo Global does not discriminate on the basis of race, religion, color, origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Note We receive a high volume of applications daily. If you do not hear from us within one week, please consider that your profile has not been shortlisted. Your patience and understanding are greatly appreciated.

Hiring for Trainer for Collection process. Should have at least 2 yrs experience as trainer in BPO-(Domestic BPO)Should know English & Malayalam Collaborate with managers to identify and assess company training needs Utilize data analytics to pinpoint areas requiring improvement and development. Design and implement an effective training curriculum that meets organizational needs. Develop training materials, including module summaries, Train and guide new employees to ensure a smooth onboarding process. Develop monitoring systems to ensure all employees are performing their job responsibilities as per training. Contact HR:- 9449900627yamanurappa.kuri@telepeformancedibs.com

Responsibilities: * Sell insurance products * Manage client relationships * Process claims & policies * Provide advisory services * Market insurance solutions

Good Knowledge ofInsurance Product, regulations & Salestechniques specially Life Insurance.Designing training materials Experience of delivering Training program to a group of Insurance Professionals Willing totravel AcrossMaharashtra.Hr-8530014622

Roles and Responsibilities Plans, conducts, coordinates and implements a comprehensive training program for employees. Training components will be geared toward new hires, existing agents and individuals who seek one-on-one assistance. Prepares new agents by conducting orientation to sales and service processes; developing individual Coaching plans; providing resources and assistance; scheduling orientation and ongoing training. Determines training needs by observing service encounters; service and customer experience results reports; conferring with management. Develops individual results by maintaining policy and procedure resources; providing coaching; conducting training sessions; developing outcome improvement resources. Improves training effectiveness by developing new approaches and techniques; making support readily available; integrating support with routine job functions. Desired Candidate Profile Candidate with hands on experience in Life Insurance sales or training can apply Good Communication Both genders are preferred

Roles and Responsibilities Plans, conducts, coordinates and implements a comprehensive training program for employees. Training components will be geared toward new hires, existing agents and individuals who seek one-on-one assistance. Prepares new agents by conducting orientation to sales and service processes; developing individual Coaching plans; providing resources and assistance; scheduling orientation and ongoing training. Determines training needs by observing service encounters; service and customer experience results reports; conferring with management. Develops individual results by maintaining policy and procedure resources; providing coaching; conducting training sessions; developing outcome improvement resources. Improves training effectiveness by developing new approaches and techniques; making support readily available; integrating support with routine job functions. Desired Candidate Profile Candidate with hands on experience in Life Insurance sales or training can apply Good Communication Both genders are preferred

Roles and Responsibilities Manage training programs for agency force, focusing on life insurance products and sales techniques. Develop and deliver training materials, including presentations, manuals, and online courses. Conduct regular training sessions at various locations across India to ensure effective knowledge transfer. Collaborate with internal stakeholders to identify training needs and develop targeted solutions. Monitor trainee progress, provide feedback, and track performance improvement. Desired Candidate Profile 3-8 years of experience in insurance industry or related field (agency channel). Strong understanding of life insurance products and sales principles. Excellent communication, presentation, and interpersonal skills. Ability to travel frequently within India for training delivery.

• Training and development of front line sales team. • Fully responsible of IRDA Training of Advisors & Licensing no of branch. • Responsible for Sales, Training coordination within branch for common business goal drive. • Conducting new hire trainings inclusive of induction. • Educating on on-boarding procedures. • Introducing the concept of Insurance to the new hires. • Drawing a fine line between Insurance and other investments. • Grooming Life Advisors with flair of insurance Requirements Minimum 4 -5 Years of experience Hands on experience in Banking or Insurance products training Good Communication

Role & responsibilities o Conducting training for Agent Advisors o U pdation of training modules o Agent development KEY RESPONSIBILITIES: Conduct training modules for Agent Advisors o Conducting FCS, BCS , and ICS o Conducting GIDs and IIDs o Conducting PRP and FOD as and when required Look after training logistics o Schedule training sessions o Ensure wider participation of agents in programs Monitor progress of agents on a continuous basis o Seek regular feedback from agents , Sales Managers, Partner and Managing Partner o Ensure that agents follow moral and ethical standards when dealing with clients o Monitor Agent development Update training material o Review present training material o Scan environment o Incorporate feedback from Agents, Customers, ADMs, APs, Ps, MPs Ensure that the agents get updated and continuous information on Life Insurance products Facilitate self development of agents Requirements MEASURES OF SUCCESS: Participant feedback Number of days f training Customer survey rating Pass percentage of agents Pass percentage of Agents in IRDA exams Compliance on IRDA requirements Reduction in training cost Awareness level of agents on competition MINIMUM EDUCATION : Graduate in any discipline

• Training and development of front line sales team. • Fully responsible of IRDA Training of Advisors & Licensing no of branch. • Responsible for Sales, Training coordination within branch for common business goal drive. • Conducting new hire trainings inclusive of induction. • Educating on on-boarding procedures. • Introducing the concept of Insurance to the new hires. • Drawing a fine line between Insurance and other investments. • Grooming Life Advisors with flair of insurance Requirements Minimum 4 -5 Years of experience Hands on experience in Banking or Insurance products training Good Communication

• Training and development of front line sales team. • Fully responsible of IRDA Training of Advisors & Licensing no of branch. • Responsible for Sales, Training coordination within branch for common business goal drive. • Conducting new hire trainings inclusive of induction. • Educating on on-boarding procedures. • Introducing the concept of Insurance to the new hires. • Drawing a fine line between Insurance and other investments. • Grooming Life Advisors with flair of insurance Requirements Minimum 4 -5 Years of experience Hands on experience in Banking or Insurance products training Good Communication

• Training and development of front line sales team. (Advisor/Partners/Managers) • Fully responsible of IRDA Training of Advisors & Licensing no of branch. • Responsible for Sales, Training coordination within branch for common business goal drive. • Conducting new hire trainings inclusive of induction. • Educating on on-boarding procedures. • Introducing the concept of Insurance to the new hires. • Drawing a fine line between Insurance and other investments. • Grooming Life Advisors with flair of insurance Requirements Minimum 4 -5 Years of experience Hands on experience in Banking or Insurance products training Good Communication

• Training and development of front line sales team. (Advisor/Partners/Managers) • Fully responsible of IRDA Training of Advisors & Licensing no of branch. • Responsible for Sales, Training coordination within branch for common business goal drive. • Conducting new hire trainings inclusive of induction. • Educating on on-boarding procedures. • Introducing the concept of Insurance to the new hires. • Drawing a fine line between Insurance and other investments. • Grooming Life Advisors with flair of insurance Requirements Minimum 4 -5 Years of experience Hands on experience in Banking or Insurance products training Good Communication

Key Responsibilities/ Key Deliverables: Imparting Training to Banca/Broca sellers and Max Life Employees as per defined and agreed Man Days. Providing right training inputs & Sales support to Banca/Broca & Max Life sellers - 2 days should be devoted towards training of Max Life employees. Post Training, on line certification through Inquizzitive, of sellers on the trained module to be completed Once a quarter Refresher training should be done before the certification & follow up with failed candidates should be completed Create a robust Training team in cluster/circle by skilling the identified / shortlisted sales people so that they manage the training requirements of their clusters / branches Drive traffic to E Learning platform / Microsite so that technology can be leveraged to maximize reach Ensuring the measures of quality of business in Circle / Cluster that of mapped branches are above standards Ensuring SPs training on compliance and all regulatory records to be maintained audit ready Traction of data on performance, publishing MIS, dashboard, calendars, EDMs etc. timely and effectively in coordination with Bank Circle Office Conduct Skill, Knowledge & compliance based training programs for the entire patch at regular intervals Organize and make presentations in internal and external seminars. Develop and manage certification processes, Implementing evaluation process online and offline to create a robust feedback and tracking mechanism on product knowledge and skills of all the trainees. Requirements Job Specifications: Graduate in any Discipline, MBA from premier institute is preferred. 3 to 4 years of experience in Sales Training, Prior experience in insurance essential. Result Orientation, Customer Centricity, Technical Expertise, excellent product and basics of life insurance knowledge, a LIII or AIII will be preferred Knowledge & Skill Matrix: Training execution, Training enabling quality business, Ensuring Circle meeting compliance requirement.

KEY RESPONSIBILITIES: Administrative: Planning, scheduling, and executing all regular training programs for agents and employees. Proactive planning for any special training programs, interventions and management development programs. Coordinating with the General Offices and regional leadership for regular performance reviews meetings and sharing of expectations and deliverable between the business managers and the Managers L&D. Ensuring time and duration adherence; internal and regulatory compliance. Team development: Sourcing, interviewing and short-listing candidates for final interviews by the Zone Head L&D Retention of the L&D Managers. Proactively managing talent pool. Development of L&D Managers; regular performance reviews and feedback for continuous improvements in knowledge and skills Setting Goals and carrying out the annual performance reviews in conjunction with the respective location heads. Traction of the KRAs, Incentives and R&R for the L&D Managers. Course correcting any gaps in knowledge, skills or attitudes of the L&D Managers through training, coaching and counseling. Managing disciplinary issues. Quality Assurance: Ensuring adherence to curricula, contents and sessions plan by the trainers. While encouraging different styles of deliveries, ensuring the overall adherence to methodologies as specified in the trainer’s/facilitators guides. Ensuring that each program achieves the business objectives it was targeting to achieve. Assisting the home office team in training needs identification of various constituents of agency. Assisting the home office team in carrying out the measurement of training effectiveness. Master Trainer: Be the first choice trainer for all the ‘high’ level MDPs and lead company-wide initiatives. MEASURES OF SUCCESS: Ensuring adherence to the training process for new agent launch and existing agents productivity Standardized training schedule & delivery for the region Retention and development of Managers L&D. Alignment of training with region business objectives Compliance Competence in knowledge about products, processes etc. and training skills KNOWLEDGE/SKILL/ABILITY Learning ability Logical thinking Must be able to influence & motivate peers, supervisors & subordinates Should be self-motivated, self-starte

Key Responsibilities/ Key Deliverables: Imparting Training to Banca/Broca sellers and Max Life Employees as per defined and agreed Man Days. Providing right training inputs & Sales support to Banca/Broca & Max Life sellers - 2 days should be devoted towards training of Max Life employees. Post Training, on line certification through Inquizzitive, of sellers on the trained module to be completed Once a quarter Refresher training should be done before the certification & follow up with failed candidates should be completed Create a robust Training team in cluster/circle by skilling the identified / shortlisted sales people so that they manage the training requirements of their clusters / branches Drive traffic to E Learning platform / Microsite so that technology can be leveraged to maximize reach Ensuring the measures of quality of business in Circle / Cluster that of mapped branches are above standards Ensuring SPs training on compliance and all regulatory records to be maintained audit ready Traction of data on performance, publishing MIS, dashboard, calendars, EDMs etc. timely and effectively in coordination with Bank Circle Office Conduct Skill, Knowledge & compliance based training programs for the entire patch at regular intervals Organize and make presentations in internal and external seminars. Develop and manage certification processes, Implementing evaluation process online and offline to create a robust feedback and tracking mechanism on product knowledge and skills of all the trainees. Requirements Job Specifications: Graduate in any Discipline, MBA from premier institute is preferred. 3 to 4 years of experience in Sales Training, Prior experience in insurance essential. Result Orientation, Customer Centricity, Technical Expertise, excellent product and basics of life insurance knowledge, a LIII or AIII will be preferred Knowledge & Skill Matrix: Training execution, Training enabling quality business, Ensuring Circle meeting compliance requirement.

Key Responsibilities/ Key Deliverables: Imparting Training to Banca/Broca sellers and Max Life Employees as per defined and agreed Man Days. Providing right training inputs & Sales support to Banca/Broca & Max Life sellers - 2 days should be devoted towards training of Max Life employees. Post Training, on line certification through Inquizzitive, of sellers on the trained module to be completed Once a quarter Refresher training should be done before the certification & follow up with failed candidates should be completed Create a robust Training team in cluster/circle by skilling the identified / shortlisted sales people so that they manage the training requirements of their clusters / branches Drive traffic to E Learning platform / Microsite so that technology can be leveraged to maximize reach Ensuring the measures of quality of business in Circle / Cluster that of mapped branches are above standards Ensuring SPs training on compliance and all regulatory records to be maintained audit ready Traction of data on performance, publishing MIS, dashboard, calendars, EDMs etc. timely and effectively in coordination with Bank Circle Office Conduct Skill, Knowledge & compliance based training programs for the entire patch at regular intervals Organize and make presentations in internal and external seminars. Develop and manage certification processes, Implementing evaluation process online and offline to create a robust feedback and tracking mechanism on product knowledge and skills of all the trainees. Requirements Job Specifications: Graduate in any Discipline, MBA from premier institute is preferred. 3 to 4 years of experience in Sales Training, Prior experience in insurance essential. Result Orientation, Customer Centricity, Technical Expertise, excellent product and basics of life insurance knowledge, a LIII or AIII will be preferred Knowledge & Skill Matrix: Training execution, Training enabling quality business, Ensuring Circle meeting compliance requirement.

Key Responsibilities/ Key Deliverables: Imparting Training to Banca/Broca sellers and Max Life Employees as per defined and agreed Man Days. Providing right training inputs & Sales support to Banca/Broca & Max Life sellers - 2 days should be devoted towards training of Max Life employees. Post Training, on line certification through Inquizzitive, of sellers on the trained module to be completed Once a quarter Refresher training should be done before the certification & follow up with failed candidates should be completed Create a robust Training team in cluster/circle by skilling the identified / shortlisted sales people so that they manage the training requirements of their clusters / branches Drive traffic to E Learning platform / Microsite so that technology can be leveraged to maximize reach Ensuring the measures of quality of business in Circle / Cluster that of mapped branches are above standards Ensuring SPs training on compliance and all regulatory records to be maintained audit ready Traction of data on performance, publishing MIS, dashboard, calendars, EDMs etc. timely and effectively in coordination with Bank Circle Office Conduct Skill, Knowledge & compliance based training programs for the entire patch at regular intervals Organize and make presentations in internal and external seminars. Develop and manage certification processes, Implementing evaluation process online and offline to create a robust feedback and tracking mechanism on product knowledge and skills of all the trainees. Requirements Job Specifications: Graduate in any Discipline, MBA from premier institute is preferred. 3 to 4 years of experience in Sales Training, Prior experience in insurance essential. Result Orientation, Customer Centricity, Technical Expertise, excellent product and basics of life insurance knowledge, a LIII or AIII will be preferred Knowledge & Skill Matrix: Training execution, Training enabling quality business, Ensuring Circle meeting compliance requirement.