Insurance Advisor

Department: Operations / Insurance Support

Job Summary

The Insurance Support Co-Ordinator will assist the sales and operations team in managing insurance-related documentation, policy processing, customer coordination, and backend support. The role requires attention to detail, basic insurance knowledge, and strong coordination skills.

Key Responsibilities

• Support the sales team with policy issuance, renewals, and endorsements

• Coordinate with insurance companies for quotes, proposals, and policy documents

• Maintain accurate records of policies, premiums, renewals, and client data

• Assist in preparing and verifying insurance documents and forms

• Follow up with customers for required documents and pending information

• Handle basic customer queries related to policy status and coverage

• Support claims documentation and coordination with insurers (if required)

• Ensure timely updates and reporting to seniors and team members

Required Skills & Qualifications

• Graduate in any discipline (Commerce preferred)

• 0–1 year experience in insurance operations or support role (freshers welcome)

• Basic understanding of insurance products (Life, Health, Motor, General Insurance – preferred)

• Good communication skills (verbal & written)

• Basic computer knowledge (MS Excel, MS Word, email handling)

• Organized, detail-oriented, and ability to multitask

Desired Attributes

• Willingness to learn insurance processes and regulations

• Team player with a supportive attitude

• Ability to work under deadlines

Compensation & Benefits

• Monthly Salary: ₹13,000 – ₹15,000 (based on skills & experience)

• Training and learning opportunities

• Career growth within insurance operations

• It is a Full Time Sales / Business Development job for candidates with 0 - 1 years of experience.