Life Insurance Specialist

ICICI Life Insurance Limited; Coimbatore District; A distancia; INR 167.000 - 279.000; A tiempo parcial

Descripción de la vacante

ICICI Life Insurance Limited is seeking a Life Insurance Specialist to work remotely on a part-time basis in India. You will engage with customers, assess their protection and financial planning needs, and recommend ICICI Life products.

You will explain policy features, assist with applications, and ensure a smooth onboarding process while maintaining compliant records. Daily activities include meeting sales and service targets, collaborating with teams, and upholding a customer-centric approach

Formación

• Experience in Insurance sales and advisory aligned to customer needs.
• Strong sales and customer service with a consultative approach.
• Foundational knowledge of personal finance and savings concepts.
• Excellent communication and ability to explain complex information clearly.
• Remote, part-time work with good time management and self-motivation.
• Experience in life insurance or financial services preferred but not mandatory.
• Basic digital literacy for using CRM tools, online platforms, and e-documentation.
• High school diploma; a Finance/Business degree is an advantage.

Responsabilidades

• Engage with prospective and existing customers to understand needs.
• Assess protection and financial planning requirements and suggest ICICI Life solutions.
• Explain policy features and benefits in clear, relatable terms.
• Assist with applications and documentation and follow up onboarding.
• Maintain accurate records of interactions and ensure regulatory compliance.
• Collaborate with internal teams to resolve queries and meet targets.
• Promote a customer-centric approach in every interaction.

Conocimientos

Insurance Sales

Customer Service

Finance Basics

Communication

Remote Work

Time Management

Educación

High School Diploma

Finance/Business degree (advantage)

Herramientas

CRM Tools

Online Communication Platforms

Electronic Documentation

Descripción del empleo

Company Description

ICICI Life Insurance Limited (formerly ICICI Prudential Life Insurance Company Limited) is one of India’s leading private sector life insurance providers. The company offers a wide range of life insurance solutions, including term, wealth, child education, and retirement plans designed to support customers at every life stage. ICICI Life is committed to helping individuals secure their families and achieve long-term financial goals through innovative products and strong customer focus. Its offerings have received multiple industry awards, including recognition for the iProtect Smart Life Cover Plan as ‘Product of the Year 2016’ in the life insurance category. The organization continues to maintain a notable position in the life insurance industry supported by a culture of innovation and values.

Role Description

The Life Insurance Specialist will work in a part-time, remote capacity, supporting customers in understanding and selecting suitable life insurance solutions. Daily responsibilities include engaging with prospective and existing customers, assessing their protection and financial planning needs, and recommending appropriate ICICI Life products. The role involves explaining policy features and benefits in clear terms, assisting with applications and documentation, and following up to ensure a smooth onboarding experience. The specialist will maintain accurate records of customer interactions, adhere to regulatory and company compliance standards, and collaborate with internal teams to resolve queries. Ongoing activities also include meeting assigned sales and service targets while promoting a customer-centric approach in every interaction.

Qualifications

• Demonstrated expertise in Insurance and Insurance Sales, with the ability to match products to customer protection and financial needs.
• Proficiency in Sales and Customer Service, including consultative selling, relationship building, and handling inquiries professionally.
• Foundational knowledge of Finance, particularly personal financial planning and long-term savings concepts relevant to life insurance.
• Strong communication and interpersonal skills, with the ability to explain complex information in a straightforward, inclusive manner.
• Comfort working independently in a remote, part-time setting, with effective time management and self-motivation.
• Prior experience in life insurance, banking, or financial services is preferred but not mandatory.
• Basic digital literacy for using CRM tools, online communication platforms, and electronic documentation.
• Minimum educational qualification of a high school diploma; a degree in finance, business, or a related field is an advantage.