Job Summary:
We are seeking a knowledgeable and customer-focused Health Insurance Advisor to join our team at Policy Dream. The ideal candidate will have strong communication skills and in-depth knowledge of health insurance products. You will be responsible for advising clients on suitable health insurance plans based on their individual needs, ensuring a seamless and transparent customer experience.
Understand and explain the features, benefits, and terms of various health insurance plans to prospective customers.
Provide personalized insurance advice based on clients' health, budget, and family requirements.
Handle inbound and outbound calls, emails, and messages to educate clients and resolve queries.
Maintain up-to-date knowledge of all health insurance products, policies, IRDAI regulations, and market trends.
Assist customers in the end-to-end sales process, including proposal filling, documentation, and policy issuance.
Build and maintain strong customer relationships to drive renewals and referrals.
Coordinate with internal departments to ensure smooth post-sale service and support.
Meet assigned sales targets and performance metric