Health Insurance Advisor

Key Responsibilities:

• Generate leads and convert them into health insurance sales through calls, referrals, and walk-ins.
• Understand customer requirements and recommend suitable health insurance plans accordingly.
• Explain policy features, benefits, exclusions, waiting periods, and premium details clearly to customers.
• Achieve monthly and quarterly sales targets as assigned by the company.
• Build and maintain strong relationships with customers to ensure repeat business and renewals.
• Assist customers with documentation, proposal forms, and policy issuance process.
• Coordinate with internal teams (operations, underwriting, and support) for smooth policy processing.
• Follow up with customers for pending payments, medical requirements, and approvals.
• Ensure compliance with IRDAI guidelines and company policies at all times.