Insurance Agent / Advisor
PolicybazaarJob Highlights
Required Skills
Job Description
Role Summary:
As an Insurance Agent/Advisor at Policybazaar, you will be responsible for guiding customers through the process of selecting and purchasing suitable insurance policies. You will act as a trusted advisor, understanding client needs and recommending appropriate products that meet their financial and life goals. This role involves both client acquisition and retention, ensuring customer satisfaction and building long-term relationships.
Key Responsibilities:
- Understand customer requirements and provide expert advice on various insurance products (life, health, motor, travel).
- Explain policy features, benefits, terms, and conditions clearly and accurately.
- Assist customers in filling out application forms and completing the policy issuance process.
- Address customer queries and concerns promptly and professionally.
- Build and maintain strong relationships with clients through regular follow-ups and excellent service.
- Achieve sales targets and contribute to the overall growth of the company.
- Stay updated with new insurance products, market trends, and regulatory changes.
- Collaborate with internal teams to ensure smooth policy servicing and claim settlement support.
About Policybazaar
Policybazaar is India's leading insurance aggregator and a prominent fintech company. Founded in 2008, it aims to empower customers to make informed decisions about their insurance needs. The company offers a wide range of insurance products, including life, health, motor, and travel insurance, from various insurance providers. Policybazaar has played a significant role in digitizing the insurance sector in India, making it easier for consumers to compare, buy, and manage their policies online.
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