Insurance Advisor Intern

Cognito Excellence; Thane; On-site; INR 300,000 - 600,000; Full time

Job summary

Cognito Excellence in Thane is seeking a customer-focused insurance sales consultant to handle inquiries, guide clients to suitable plans, explain policy features, and coordinate quotations.

You will generate leads, maintain relationships, and drive monthly targets while ensuring accurate record-keeping and prompt after-sales support.

The role offers on-site work in Maharashtra with opportunities to grow in a dynamic team.

Qualifications

• Minimum 1–2 years in insurance sales or customer service.
• Demonstrated ability to explain complex policy terms clearly.
• Strong communication and relationship-building skills.

Responsibilities

• Handle customer inquiries related to insurance products.
• Guide clients in selecting suitable insurance plans.
• Explain policy features, coverage, benefits, and renewal processes clearly.
• Generate leads through calls, references, and walk-in clients.
• Maintain strong relationships with customers.
• Coordinate with insurance companies for quotations, policy issuance, and claim support.
• Follow up with clients for renewals and pending documentation.
• Maintain accurate records of customer interactions.
• Achieve monthly sales and business targets assigned by the company.
• Provide prompt after-sales support and customer service assistance.

Skills

Insurance sales

Customer service

Lead generation

Communication skills

Documentation

Relationship building

Job description

What you\'ll actually do:

• Handle customer inquiries related to various insurance products and services
• Guide clients in selecting suitable insurance plans as per their requirements
• Explain policy features, coverage, benefits, and renewal processes clearly
• Generate leads through calls, references, and walk-in clients
• Maintain strong relationships with existing and new customers
• Coordinate with insurance companies for quotations, policy issuance, and claim support
• Follow up with clients for renewals and pending documentation
• Maintain accurate records of customer interactions
• Achieve monthly sales and business targets assigned by the company
• Provide prompt after-sales support and customer service assistance