Insurance Advisor

Niva Bupa Health Insurance; Dadri; On-site; INR 350,000 - 500,000; Full time

Job summary

Niva Bupa Health Insurance Company Limited in Noida invites applications for an Insurance Advisor role. On-site, you will engage with prospective and existing customers to understand healthcare and financial protection needs and explain available health plans.

You will generate leads, conduct consultations, prepare quotations, support policy issuance and renewals, and assist with basic claims. You will maintain CRM records, coordinate with branch teams and partners, and uphold compliance while

Qualifications

• Knowledge of Insurance and Finance to advise customers.
• Consulting and Customer Service skills to assess needs and build relationships.
• Excellent verbal and written communication.
• Experience in health insurance, financial services, or advisory roles.
• Bachelor’s degree; insurance or finance qualifications are a plus.
• Proficiency with basic computer software and CRM tools; strong attention to detail.
• Ability to work in a target-driven environment with a collaborative mindset and high ethical standards.

Responsibilities

• Generate and manage leads and meet sales targets.
• Conduct consultations to understand healthcare and protection needs.
• Prepare quotations and support policy issuance and renewals.
• Handle basic claims-related queries and maintain CRM records.
• Coordinate with branch teams and distribution partners; ensure compliance.
• Deliver high-quality, empathetic customer service.

Skills

Consulting

Customer Service

Communication

Insurance & Finance

Health Insurance

CRM Tools

Target-driven

Education

Bachelor’s degree

Insurance or Finance qualifications advantageous

Tools

CRM tools

Job description

Company Description

Niva Bupa Health Insurance Company Limited is a publicly listed health insurer focused on giving people across India the confidence to access high-quality healthcare. Guided by its brand philosophy “Zindagi Ko Claim Kar Le,” the company aims to enable customers to live life without constraints. As of March 31, 2026, Niva Bupa operates over 210 physical branches and collaborates with a large partner ecosystem, including agents, brokers, and corporate agencies. It covers more than 25 million lives through a network of over 16,500 empanelled hospitals and maintains a claim settlement ratio above 90% over the last five financial years. With an employee base of over 10,100 people and multiple Great Place to Work certifications, Niva Bupa offers a professional, growth-oriented environment for insurance professionals.

Role Description

This is a full-time, on-site Insurance Advisor role based in Noida. The Insurance Advisor will engage with prospective and existing customers to understand their healthcare and financial protection needs, explain Niva Bupa’s health insurance products, and recommend suitable coverage options. Daily responsibilities include generating and managing leads, conducting consultations, preparing quotations, and supporting customers through policy issuance, renewals, and basic claims-related queries. The role involves maintaining accurate records in CRM systems, coordinating with branch teams and distribution partners, and adhering to regulatory and company compliance standards. The Insurance Advisor is expected to meet sales and service targets while delivering a high-quality, empathetic customer experience.

Qualifications

• Candidates should possess strong knowledge and interest in Insurance and Finance to advise customers on suitable health insurance plans and coverage options.
• Candidates should possess skills in Consulting and Customer Service to understand customer needs, provide tailored solutions, and maintain long-term relationships.
• Candidates should possess excellent Communication skills, including clear verbal and written communication, active listening, and the ability to explain complex information simply.
• Relevant experience in health insurance, financial services, or advisory roles is highly beneficial.
• Bachelor’s degree in any discipline; qualifications in insurance or finance are an advantage.
• Proficiency in basic computer applications and CRM tools, with strong attention to detail and organization.
• Ability to work in a target-driven environment, with a collaborative mindset and high ethical standards.