Insurance Specialist

LEAD MANAGEMENT & CONSULTANCY; Kharagpur; On-site; INR 300,000 - 600,000; Full time

Job summary

LEAD MANAGEMENT & CONSULTANCY in West Bengal seeks an Insurance Specialist to assess client needs, educate on products, and guide them through the insurance process. The role emphasizes building strong client relationships and staying updated on industry trends and regulations.

The ideal candidate will be proficient with insurance software, detail-oriented, and capable of collaborating with underwriters to facilitate smooth insurance transactions.

Qualifications

• Strong knowledge of insurance products and services.
• Excellent communication and interpersonal skills.
• Ability to analyze client needs and provide appropriate solutions.
• Detail-oriented with strong organizational skills.
• Proficient in using insurance software and tools.

Responsibilities

• Assess clients' insurance needs and provide tailored solutions.
• Educate clients on various insurance products and services.
• Maintain up-to-date knowledge of industry trends and regulations.
• Build and maintain strong relationships with clients to ensure satisfaction and retention.
• Collaborate with underwriters and other insurance professionals to facilitate the insurance process.
• Handle client inquiries and resolve any issues that may arise.

Skills

Insurance knowledge

Communication skills

Client needs analysis

Detail oriented

Insurance software

Tools

Insurance software

Job description

We are seeking an Insurance Specialist to join our team in West Bengal. The ideal candidate will have a strong understanding of the insurance industry and be able to provide expert advice to clients regarding their insurance needs. This role is crucial in helping clients navigate the complexities of insurance products and ensuring they make informed decisions.

Key Responsibilities

• Assess clients' insurance needs and provide tailored solutions.
• Educate clients on various insurance products and services.
• Maintain up-to-date knowledge of industry trends and regulations.
• Build and maintain strong relationships with clients to ensure satisfaction and retention.
• Collaborate with underwriters and other insurance professionals to facilitate the insurance process.
• Handle client inquiries and resolve any issues that may arise.

Required Skills

• Strong knowledge of insurance products and services.
• Excellent communication and interpersonal skills.
• Ability to analyze client needs and provide appropriate solutions.
• Detail-oriented with strong organizational skills.
• Proficient in using insurance software and tools.