Customer Support Executive

PolicyVeda; Mumbai; Hybrid; INR 300,000 - 420,000; Full time

Benefits offered by this job

Training program

Performance incentives

Flexible hours

Career growth

Coaching support

Job summary

PolicyVeda seeks a customer-focused Insurance Advisor to help clients understand insurance products and guide them toward suitable coverage options based on their needs and financial situation.

The role emphasizes empathy, clear communication, and deep product knowledge, with training provided. Flexible hours and location support professional growth within the insurance advisory field.

Qualifications

• Strong communication and interpersonal skills.
• Basic understanding of insurance products and concepts (training provided).
• Customer-first attitude and ethical approach to advisory.
• Willingness to learn and develop insurance expertise.
• Ability to explain complex concepts simply.
• Patience and empathy in customer interactions.
• Basic computer literacy and documentation skills.

Responsibilities

• Understanding customer insurance requirements through detailed, empathetic discussions.
• Explaining insurance policies, terms, and conditions in clear, simple language.
• Providing need-based guidance and personalized recommendations.
• Comparing policy options from multiple insurance providers objectively.
• Supporting customers throughout the decision-making process.
• Maintaining detailed records of customer interactions and requirements.
• Providing post-selection support and guidance.
• Staying updated with insurance industry developments and regulations.

Skills

Communication skills

Interpersonal skills

Basic insurance knowledge

Documentation skills

Tools

CRM software

Job description

Role Overview

Assist customers in understanding insurance products and guide them toward suitable coverage options based on their specific needs and financial situation. This is a customer-facing advisory role requiring empathy, clarity, and deep insurance knowledge.

Key Responsibilities

• Understanding customer insurance requirements through detailed, empathetic discussions
• Explaining insurance policies, terms, and conditions in clear, simple language
• Providing need-based guidance and personalized recommendations
• Comparing policy options from multiple insurance providers objectively
• Supporting customers throughout the decision-making process
• Maintaining detailed records of customer interactions and requirements
• Providing post-selection support and guidance
• Staying updated with insurance industry developments and regulations

Qualifications & Requirements

• Strong communication and interpersonal skills
• Basic understanding of insurance products and concepts (training provided)
• Customer-first attitude and ethical approach to advisory
• Willingness to learn and develop insurance expertise
• Ability to explain complex concepts simply
• Patience and empathy in customer interactions
• Basic computer literacy and documentation skills

What We Offer

• Comprehensive insurance advisory training program
• Competitive compensation with performance incentives
• Flexible working hours and location
• Career growth opportunities in insurance advisory
• Supportive team environment with regular coaching
• Industry certification support