Insurance Advisor

Role Summary for Support Executive for Financial Product Distribution Industry

The Support Executive – Insurance is responsible for executing key backend insurance operations, including policy renewals, claim processing, quotation generation, and proposal login. This role serves as the primary point of coordination between clients and the Relationship Executive, ensuring timely communication, accurate documentation, and efficient service delivery.

Key Responsibilities:

1. New Business Support

• Generate insurance quotations and explain product features to clients.

• Log new insurance proposals, ensuring accuracy and completeness.

• Support cross-selling and up-selling initiatives by preparing and presenting relevant proposals.

• Coordinate with clients for document collection and submission.
  
  

2. Policy Renewals

• Proactively contact clients regarding upcoming policy renewals.

• Send renewal notices and follow up for payment through digital links or cheque collection.

• Assess current policies and recommend upgrades or changes (e.g., plan enhancements, sum insured adjustments).

• Coordinate with internal teams (e.g., NJ Branch) for special cases and policy modifications.

• Maintain records and update the Daily Submission File with renewal activities.
  
  

3. Claims Management

• Intimate insurance companies/TPAs regarding claims and obtain claim intimation numbers.

• Verify hospital status against blacklists.

• Guide clients through claim documentation and submission process.

• Prepare a detailed claim summary (pre/post-hospitalization, hospitalization).

• Submit scanned claim files to the branch and log all actions in the Daily Submission File.
  
  

4. Client Engagement & Communication

• Respond to client queries promptly and professionally.

• Maintain comprehensive records of client communications.

• Share relevant policy and claim updates.

• Invite clients to relevant company events and webinars.
  
  

• 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 Diploma 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 ₹15000 - ₹18000 per month that depends on your interview. It's a Full Time job in Surat.
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., PACIFIQUE INVESTMENTS.
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 PACIFIQUE INVESTMENTS
7. Who can apply for this job?
   Ans: Only Male 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.