Insurance Advisor

13,000 - 15,000 /month

Capkco Financial Advisor Private Limited

Gulbai Tekra, Ahmedabad

0 - 1 years Experience in Customer Support / TeleCaller

1 Opening

Full Time

Skills Required

Computer Knowledge

Job Highlights

Industry Type: Health/ Term Insurance

Graduate and above

All genders

6 days working | Day Shift

Bike, PAN Card, Aadhar Card, Bank Account

Job Description

We are looking for a detail-oriented and proactive individual to join our general insurance team. The ideal candidate will be responsible for handling various insurance-related tasks, including quotations, policy renewals, claims, and customer interactions.

Key Responsibilities:

1. Quotation Preparation – Generate and provide accurate insurance quotations for customers.

2. Policy Renewal – Follow up with customers and process policy renewals on time.

3. New Policy Issuance – Assist in issuing new insurance policies as per customer requirements.

4. Claim Handling – Guide customers through the claim process and coordinate with the insurance provider.

5. Policy Upload in Drive – Ensure all policy documents are properly uploaded and maintain insurance records and reports in Excel

6. Payout Sheet Management – Prepare and verify payout sheets for commissions and settlements.

7. Customer Follow-up – Call customers for policy renewals and provide necessary assistance.

8. Meetings with Sales Manager – Regularly meet with the Sales Manager to discuss policy updates and sales strategies.

Required Skills:

• Strong communication and interpersonal skills

• Basic knowledge of insurance policies and procedures

• Proficiency in MS Excel and data management

• Ability to handle customer queries professionally

• Attention to detail and problem-solving skills

Other Details

It is a Full Time Customer Support / TeleCaller job for candidates with 0 - 1 years of experience.

More about this Insurance Advisor job

Can freshers or experienced candidates apply for this Insurance Advisor role?
Ans : Candidates who have a Graduate and above qualification with 0-1 years of experience can apply for this Insurance Advisor role.
What salary is offered for this Insurance Advisor job?
Ans : The salary for this Insurance Advisor job ranges between ₹13,000-₹15,000 per month.
What shift and timings does this job follow?
Ans : This Insurance Advisor job follows a Day shift.
Do you need to visit the office for this job?
Ans : Yes, candidates need to visit the office and work from the location in Gulbai Tekra, Ahmedabad.
How many vacancies are there for this Insurance Advisor job?
Ans : There is 1 vacancy for this Insurance Advisor role.
Is this job open for all genders?
Ans : Yes, this Insurance Advisor job is open for both male and female candidates.
What does the role of Insurance Advisor involve?
Ans : As a Insurance Advisor, your work will involve skills like Computer Knowledge. This role is part of Customer Support / TeleCaller category.
What is the job location for this position?
Ans : The job location for this Insurance Advisor position is Gulbai Tekra, Ahmedabad.
Who is the right fit for this Insurance Advisor job?
Ans : A candidate having skills like Computer Knowledge with 0-1 years of experience is the right fit for this Insurance Advisor job.
What makes this Insurance Advisor job a good opportunity?
Ans : This Insurance Advisor job is a good opportunity as it offers a salary between ₹13,000-₹15,000 per month. This is a Full Time job and has 1 openings.