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 0 - 1 years of experience.