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the people operations
Life Insurance Advisor

Jhansi, Jhansi Rly.Settlement

Assess Customer Needs

Insurance advisors routinely speak to customers to assess their needs and explain insurance policies. This helps advisors customize plans to suit a client’s requirements.

Process Policy Paperwork

Once an insurance policy has been accepted by an individual or a business, insurance advisors process the paperwork on their behalf to calculate premiums, enroll the customer onto the plan, and send out any contracts.

Utilize Marketing to Generate More Business

Insurance advisors benefit from referrals, newsletters, phone calls, and other forms of marketing that help generate more customers and increase conversion opportunities.

Contact Existing Customers

Insurance advisors contact existing policy holders to check that information is up to date and to verify policy renewal if it’s expiring. They may need to resell the product if the customer is not interested in renewing it by reinforcing the benefits and persuading the customer to purchase the insurance plan again.

File Reports

Insurance advisors often have targets to meet and are usually required to file reports to outline the number of policies they’ve processed on a weekly, monthly, or quarterly basis.

Experience 0 - 1 Years
Salary 70 Thousand To 2 Lac 50 Thousand P.A.
Qualification Other Bachelor Degree
Key Skills Life Insurance customer service

About Company

Contact Person Rahul Chaturvedi
Address 206/3D Behind Tehseel, Jhansi  , Uttar Pradesh   , India
Mobile 9005444021
Email ID thepeopleoperations@gmail.com

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