Insurance Manager

PNB MetLife India Insurance Co. Ltd; Kolkata District; On-site; INR 300,000 - 420,000; Full time

Job summary

PNB MetLife India Insurance Co. Ltd in Kolkata seeks an Insurance Advisor to assess client needs, recommend suitable policies, and support clients through issuance, renewals, and claims processes. The role includes prospecting and generating leads in the market.

Candidates will work with provided client details and self-leads to drive sales and client satisfaction while adhering to regulatory and company guidelines.

Responsibilities

• Needs Assessment: Review client income, financial goals, and life stages through structured discovery and analysis.
• Policy Recommendation: Present suitable insurance products and explain coverage limits, premiums, and exclusions clearly.
• Client Support: Assist clients with policy issuance, renewals, and the claims processing journey
• Prospecting & cold calling for client & generating leads from markets(Self Leads & upon Performance leads & client details will be provided)

Job description

• Needs Assessment: Review client income, financial goals, and life stages through structured discovery and analysis.
• Policy Recommendation: Present suitable insurance products and explain coverage limits, premiums, and exclusions clearly.
• Client Support: Assist clients with policy issuance, renewals, and the claims processing journey
• Prospecting & cold calling for client & generating leads from markets(Self Leads & upon Performance leads & client details will be provided)