Insurance Advisor

We required staff for the Life Insurance Department. Below is the JD for your reference

Required Minimum 2 Years of Experience in the same field.

Job Description – Life Insurance Department Executive/Officer

Location- Mulund

Employment Type: Full-time

Salary Range: 20K to 25K,

Educational Requirement : Minimum Graduate

Gender: Female (Preferable) , Male

Role Overview

The Life Insurance Department Executive is responsible for managing all LIC (Life Insurance Corporation of India), HDFC Life , Bajaj Life related operations within the firm, including policy servicing, client coordination, documentation, and follow-up. The role ensures smooth execution of all insurance processes and supports financial advisors by providing accurate and timely information.

Key Responsibilities

1. Policy Servicing & Operations

Handle new LIC policy proposals, form filling, documentation, and submission.

Track policy issuance status and follow up with LIC branches as required.

Manage renewal premium reminders, collections, and payment follow-ups.

Assist clients with policy loan processing, surrender, revival, nomination changes, and other servicing requests.

2. Client Coordination & Support

Act as a primary point of contact for LIC-related queries from clients.

Provide clients with policy details, benefits, maturity information, and statements.

Schedule meetings for advisors with clients for new policy planning or portfolio reviews.

3. Documentation & Compliance

Maintain updated records of all client policies in CRM or internal systems.

Ensure 100% accuracy in proposal forms, KYC documents, and declarations.

Handle compliance requirements related to IRDAI and LIC guidelines.

4. Reporting & Administration

Prepare daily/weekly reports on policy issuance, renewals, and pending cases.

Coordinate with the branch/DO/BO staff for updates and escalations.

Support the financial advisory team with product comparisons and illustrations.

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