Insurance Advisor

Kotak Life Insurance PVT Ltd; Chennai District; On-site; INR 300,000 - 550,000; Full time

Job summary

Kotak Life Insurance PVT Ltd in Chennai offers a full-time, on-site Insurance Advisor role. You will meet prospective and existing clients, assess protection needs, and provide suitable life insurance solutions.

Responsibilities include explaining policy features, preparing proposals and documents, supporting applications and servicing, maintaining contact with policyholders, addressing queries and claims, and achieving sales targets in compliance with regulations; on-the-job training is

Qualifications

• Strong knowledge of Insurance and basic Finance concepts.
• Experience or interest in consulting-style advisory, including needs analysis and solution recommendations.
• Customer service skills focused on relationship building and client satisfaction.
• Clear and professional verbal and written communication.
• On-site work in Chennai and field meetings as required.
• Goal-oriented with ability to meet sales and performance targets.
• Attention to detail and adherence to compliance and documentation standards.
• Bachelor's degree in any discipline; background in commerce, finance or business is an advantage.
• Prior experience in insurance, banking, or financial services is preferred but not mandatory.

Responsibilities

• Meet prospective and existing clients to assess protection needs.
• Provide suitable life insurance solutions and explain policy features.
• Prepare proposals and documentation for applications.
• Support clients through the application and policy servicing process.
• Maintain regular contact with policyholders and address queries and claims.
• Collaborate with internal teams to ensure accurate and timely processing.
• Achieve sales targets in line with regulatory and company guidelines.
• Participate in training and development programs.

Skills

Insurance knowledge

Finance concepts

Consulting advisory

Customer service

Communication skills

Sales targets

Compliance awareness

Attention to detail

Education

Bachelor's degree

Job description

Company Description

Kotak Life Insurance PVT Ltd offers career opportunities through this dedicated hiring page, which is created specifically for job posting and recruitment communication. The page focuses on roles such as Insurance Advisor and related positions, providing clear information on responsibilities and requirements. It is designed to streamline the selection process and help candidates understand how to apply for suitable opportunities. This page is not the official Kotak Life website, and applicants are encouraged to visit the official Kotak Life site for comprehensive information about the company and its broader career offerings.

Role Description

This is a full-time, on-site Insurance Advisor role based in Chennai. The Insurance Advisor will meet prospective and existing clients, assess their financial protection needs, and provide suitable life insurance solutions. Daily responsibilities include explaining policy features and benefits, preparing proposals and documentation, and supporting clients through the application and policy servicing process. The role involves maintaining regular contact with policyholders, addressing queries and claims-related issues, and collaborating with internal teams to ensure accurate and timely processing. The Insurance Advisor is also expected to achieve sales targets, follow regulatory and company guidelines, and participate in training and development programs.

Qualifications

• Strong knowledge and practical understanding of Insurance and basic Finance concepts.
• Experience or interest in Consulting-style advisory, including needs analysis and solution recommendation.
• Proven Customer Service skills with a focus on relationship building and client satisfaction.
• Clear and professional Communication skills, both verbal and written.
• Ability to work on-site in Chennai and manage client meetings and field activities as required.
• Goal-oriented mindset with the ability to meet sales and performance targets.
• Attention to detail and adherence to compliance, regulatory, and documentation standards.
• Bachelor's degree in any discipline; background in commerce, finance, or business is an advantage.
• Prior experience in insurance, banking, or financial services is preferred but not mandatory.