About the role
In this role, you will be responsible for assessing clients' insurance needs and recommending suitable products. Your day-to-day activities will include conducting client meetings, evaluating risk factors, and preparing policy documents. This position is ideal for candidates who excel in customer service and possess strong communication skills. You will be a part of a dynamic team that prioritizes client satisfaction and continuous learning.
What you'll do
- Assess clients' insurance needs and provide tailored recommendations.
- Conduct client meetings and presentations to discuss insurance options.
- Prepare and process insurance policy documents.
- Maintain accurate records of client interactions and transactions.
What you'll need
- Bachelor's degree in finance, business, or related field.
- Strong communication and interpersonal skills.
- Basic knowledge of insurance products and regulations.
Skills
Customer service orientation.
Analytical skills to assess client needs.
Proficiency in Microsoft Office Suite.
Good to have
Knowledge of various insurance products.
Sales experience.
Benefits
- Competitive salary with performance bonuses.
- Comprehensive health insurance.
- Opportunities for professional development and training.
Interested in this role?
It takes about two minutes. Free to apply — IJNM never asks candidates for money.
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Questions about this job
What qualifications are required for this role?
A bachelor's degree in finance, business, or a related field is preferred.
Is prior experience necessary?
1-3 years of experience in the insurance sector is desirable but not mandatory.
What is the working environment like?
The role is onsite, based in Kalyan Nagar, Sangli, and involves direct client interactions.
What are the primary responsibilities?
Consultants will assess client needs, recommend policies, and assist in claims processing.
How do I apply for this position?
Click "Apply Now" on this page to apply through IJNM. IJNM is recruiting for this role on behalf of a client employer.
Listing last updated