JOB DETAILS:-
The Insurance Advisor will provide expert advice and guidance to clients on various insurance products, including life, health, and general insurance. The ideal candidate will have excellent communication skills, a strong understanding of insurance principles, and the ability to build trust with clients.
1. Client Consultation: Meet with clients to understand their insurance needs and provide personalized advice and recommendations.
2. Insurance Product Knowledge: Stay up-to-date on various insurance products, including life, health, and general insurance, and be able to explain complex concepts to clients.
3. Policy Sales and Service: Sell and service insurance policies to clients, including policy issuance, renewals, and claims.
4. Risk Assessment: Assess clients' risk profiles and provide recommendations on how to mitigate risks.
5. Relationship Building: Build and maintain strong relationships with clients, ensuring high levels of client satisfaction and retention.
6. Administrative Tasks: Perform administrative tasks, including data entry, policy documentation, and claims processing.
7. Compliance: Ensure compliance with regulatory requirements and industry standards.