We are seeking a knowledgeable and customer-focused Insurance Advisor to join our team. The Insurance Advisor will be responsible for providing expert guidance to clients regarding insurance options and policies that best suit their needs. This role involves evaluating clients’ insurance requirements, offering tailored product recommendations, and supporting them throughout the application and claims process.
Key Responsibilities:
Assess clients' insurance needs and recommend appropriate insurance products (e.g., life, health, ).
Educate clients on coverage options, policy details, premiums, and exclusions.
Develop and maintain long-term relationships with clients through regular contact and follow-ups.
Analyze current insurance coverage and suggest improvements or updates as needed.
Handle policy renewals, changes, and claims assistance.