As an Insurance Advisor for Multiline Products (Health, Motor, Life & SME) at Shrigoda Group (SBIL) in Mumbai, you will play a crucial role in providing curated and customized financial indemnification (insurance) solutions to PAN India Retail & Corporate clients as well as Large Listed Govt. Institutions. With over 2 years of experience and a graduate qualification, you will be responsible for effectively coordinating with various stakeholders such as distributors, sub-brokers, end-clients, and insurance companies to resolve queries and grievances promptly. Your primary responsibilities will include assisting customers in understanding their insurance needs, recommending suitable products, showcasing health policies, explaining inclusions and exclusions, negotiating competitive insurance premiums, and providing detailed comparisons of insurance policies. You will also be required to liaise with companies, ensure correct policy document scrutiny, and generate maximum business while maintaining high persistency and client satisfaction. To excel in this role, you should possess a Certification/Diploma from the Insurance Institute of India, prior experience in insurance sales, and deep knowledge of multiple insurance policies and regulations related to Health, Motor, Life & SME. Proficiency in MS Office, the ability to prepare accurate MIS reports, and excellent written and verbal communication skills are essential for clarifying client queries, coordinating with TPAs and insurance companies, and delivering exceptional service. Additionally, you should demonstrate a high level of resilience to handle the pressure associated with managing a high volume of client and partner queries, maintain and update sales MIS/Lead Tracker, provide renewal support, and focus on customer retention. A proactive mindset, continuous improvement focus, and commitment to delivering excellent service will be key to succeeding in this role.,
As a Sales Advisor for Multiline Products (Health, Motor, Life & SME) at Shrigoda Group (SBIL), an IRDAI licensed insurance broker headquartered in Mumbai, you will play a key role in providing curated and customized financial indemnification solutions to PAN India Retail & Corporate clients, as well as Large Listed Govt. Institutions. Your primary responsibility will involve effective coordination with multiple stakeholders including distributors, sub-brokers, end-clients, and insurance companies to resolve queries and grievances promptly. You will be assisting customers in understanding their insurance needs, recommending products that best suit them, showcasing various health policies, and providing accurate advice on inclusions, exclusions, add-ons, and top-ups. It will be essential to provide detailed comparisons of insurance policies, negotiate competitive insurance premiums, and ensure proper client satisfaction without any mis-selling. To excel in this role, you should possess a minimum of 2 years of experience in insurance sales, along with a graduate qualification. A Certification/Diploma from the Insurance Institute of India would be preferred. Deep knowledge of multiple insurance policies and regulations related to Health, Motor, Life & SME segments is crucial. Proficiency in MS Office, the ability to prepare and maintain accurate MIS reports, and excellent written and verbal communication skills are essential to clarify client queries and coordinate effectively with TPAs and insurance companies. Your role will also involve scrutinizing policy documents for correctness, ensuring all clauses requested by clients are incorporated, generating maximum business while maintaining high persistency, and providing ongoing support to clients for renewals and customer retention. Having a high level of resilience to handle the pressure associated with managing a high volume of client and partner queries, a proactive mindset focused on continuous improvement, and a dedication to delivering excellent service will be key to your success in this role located in Mumbai.,