Shrigoda Insurance Brokers - Insurance Advisor (2-4 yrs)

About Shrigoda (SIBL) Group:

SIBL has also built an Industry first leading proprietary tech SaaS solution i.e., critical front-end & back-end support: policy issuance, management, timely renewals, digital claim filing and tracking assistance.

What's different with SIBL:

• Advisory Role Only: No sales, purely advisory for Multiline Products (Motor, Non-Motor, Health & Life).
• Product Training: Exposure of provide training to partners on all product lines.
• Flexible Work Environment: flexible timings and an open work culture.
• Lean Hierarchy: Direct access to the management team for seamless communication.
• Corporate Networking Opportunities: Opportunity to get strong connections with top corporates and key management personnel.
• Dedicated Claims Support: Work alongside a specialized claims support team and a supportive team leader.

KRAs:

1. Effective coordination with multiple stakeholders i.e. distributors/sub-brokers, end-clients & the insurance companies to resolve any query & grievance
2. Assist customers understand their insurance needs & recommend products that best suit them. Showcase various health policies and give correct advice on inclusions and exclusions, explain value-add of having certain add-ons or inclusions, explaining benefit of top-up's, overall benefits and missed, provide best quotes etc.
3. Provide proper recommendation and detailed comparison of insurance policies
4. Liaising with companies to negotiate competitive insurance premiums
5. Provide ongoing support to clients, answering questions and resolving issues, process purchase applications
6. Scrutinise policy documents for correctness & ensure all clauses are incorporated (as requested by clients)
7. Ensuring high persistency
8. Maintain & Update Sales MIS/Lead Tracker
9. Provide Renewal Support & Customer Retention

Other Requirements:

• Certification/Diploma from Insurance Institute of India is preferred
• Prior experience in insurance sales
• Deep knowledge of Multiple insurance product, policies & regulations
• Proficient in MS Office
• Ability to prepare and maintain MIS reports with accuracy
• Excellent written and verbal communication skills to explain insurance policy terms, clarify client queries, and coordinate with TPAs and insurance companies