Insurance Specialist

Skywings Advisors Private Limited; Paschim Bardhaman; On-site; INR 300,000 - 540,000; Full time

Job summary

Skywings Advisors Private Limited in West Bengal seeks an experienced Insurance Specialist to assess client needs, recommend suitable products, and guide clients through the insurance process. You will build strong client relationships, stay updated on regulations, and collaborate with underwriters to prepare clear proposals and resolve inquiries.

This role emphasizes service excellence and meticulous administration.

Qualifications

• Experience in insurance products and services.
• Strong communication and interpersonal skills.
• Ability to analyze client needs and provide effective solutions.
• Detail-oriented with strong organizational skills.
• Proficient in using insurance software.

Responsibilities

• Evaluate clients' insurance needs and provide tailored solutions.
• Develop and maintain strong relationships with clients to ensure satisfaction and retention.
• Stay updated on industry trends and changes in regulations to provide accurate information to clients.
• Collaborate with underwriters and other insurance professionals to facilitate the insurance process.
• Prepare and present insurance proposals to clients, explaining coverage options and terms.
• Handle client inquiries and resolve any issues related to their insurance policies.

Skills

Insurance knowledge

Communication

Needs analysis

Detail-oriented

Insurance software

Job description

We are seeking an experienced Insurance Specialist to join our team in West Bengal. The ideal candidate will have a strong background in the insurance industry, with a focus on providing exceptional service and support to our clients. As an Insurance Specialist, you will be responsible for assessing client needs, recommending appropriate insurance products, and ensuring compliance with industry regulations.

Key Responsibilities

• Evaluate clients' insurance needs and provide tailored solutions.
• Develop and maintain strong relationships with clients to ensure satisfaction and retention.
• Stay updated on industry trends and changes in regulations to provide accurate information to clients.
• Collaborate with underwriters and other insurance professionals to facilitate the insurance process.
• Prepare and present insurance proposals to clients, explaining coverage options and terms.
• Handle client inquiries and resolve any issues related to their insurance policies.

Required Skills

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