Team Coordinator

0 - 31 years

3 - 15 Lacs

bow bazaar kolkata/calcutta

Posted:1 day ago| Platform: Apna logo

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Work Mode

On-site

Job Type

Part Time

Job Description

An insurance job involves acting as a liaison between individuals/businesses and insurance companies, helping clients identify risks and select appropriate policies to protect against financial loss. Key responsibilities include prospecting for clients, assessing needs, advising on suitable coverage, guiding clients through the claims process, managing policy portfolios, and staying current on industry developments. Roles can range from agent and broker, focusing on sales and client management, to customer service representatives who handle inquiries and support claims.  Core Responsibilities Client Needs Assessment: Meeting with individuals or businesses to understand their unique financial situations and potential risks.  Product Sales & Advice: Explaining various insurance products (like health, life, or property insurance) and recommending appropriate coverage options to clients.  Policy Management: Assisting clients with policy renewals, updates, and understanding the terms and conditions of their plans.  Claims Assistance: Guiding clients through the process of filing claims and serving as a liaison with insurance adjusters.  Relationship Building: Cultivating a strong client base through networking, referrals, and maintaining long-term customer relationships.  Market Awareness: Keeping up-to-date with new insurance products, industry trends, and regulatory changes to provide current and accurate advice. 

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Kotak Life Insurance logo
Kotak Life Insurance

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