Insurance Advisor

General Insurance 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

• It is a Full Time Customer Support / TeleCaller job for candidates with 6 months - 2 years of experience.

More about this Insurance Advisor job

1. What is the eligibility criteria to apply for this Insurance Advisor job?
   Ans: The candidate should be Graduate and above and above with 6 months - 2 years of experience of experience
2. How much salary can I expect for this job role?
   Ans: You can expect a salary of ₹10000 - ₹14000 per month + Incentives that depends on your interview. It's a Full Time job in Ahmedabad.
3. How many working days are there for this Insurance Advisor job?
   Ans: This Insurance Advisor job will have 6 working days.
4. Are there any charges applicable while applying or joining this Insurance Advisor job?
   Ans: No, there is no fee applicable for applying this Insurance Advisor job and during the employment with the company, i.e., CAPKCO FINANCIAL ADVISOR PRIVATE LIMITED.
5. Is it a work from home job?
   Ans: No, it’s not a work from home job and can't be done online.
6. How many openings are there for this Insurance Advisor role?
   Ans: There is an immediate opening of 1 Insurance Advisor at CAPKCO FINANCIAL ADVISOR PRIVATE LIMITED
7. Who can apply for this job?
   Ans: Both Male and Female candidates can apply for this Customer Support / TeleCaller job.
8. What are the timings of this Insurance Advisor job?
   Ans: This Insurance Advisor job has Day Shift.