Insurance Agent/Advisor

Job highlights

• PF, Travel Allowance (TA), Petrol Allowance, ESI (ESIC)Job DescriptionJob SummaryAn Insurance Agent/Advisor is responsible for identifying client insurance needs, recommending appropriate coverage options, and building long-term relationships to ensure financial protection and risk management. The role involves sales, customer service, policy management, and ongoing advisory support.Key ResponsibilitiesIdentify and develop new business opportunities through networking, referrals, and prospectingAssess clients’ financial status and insurance needsRecommend suitable insurance products (life, health, auto, property, business, etc.)Explain policy features, benefits, exclusions, and pricing clearlyPrepare and present insurance proposals and quotationsAssist clients with policy applications and documentationMaintain accurate client records and policy informationProvide after-sales service, including policy renewals and updatesSupport clients during claims processes and follow up until resolu

Job Summary An Insurance Agent/Advisor is responsible for identifying client insurance needs, recommending appropriate coverage options, and building long-term relationships to ensure financial protection and risk management. The role involves sales, customer service, policy management, and ongoing advisory support. Key Responsibilities Identify and develop new business opportunities through networking, referrals, and prospecting Assess clients’ financial status and insurance needs Recommend suitable insurance products (life, health, auto, property, business, etc.) Explain policy features, benefits, exclusions, and pricing clearly Prepare and present insurance proposals and quotations Assist clients with policy applications and documentation Maintain accurate client records and policy information Provide after-sales service, including policy renewals and updates Support clients during claims processes and follow up until resolution