Wealthvault is looking for an Insurance Service Manager to manage the life and general insurance requirements of our existing clients. The role combines client servicing, policy management, renewals, and need-based cross-selling.
Key Responsibilities
Act as the primary point of contact for clients for insurance-related requirements.
Collect and maintain clients’ existing insurance-policy details.
Prepare a one-page insurance summary for each client/family.
Manage policy renewals, premium reminders, and payment assistance.
Coordinate policy issuance, endorsements, and claims.
Bring existing motor-policy renewals under Wealthvault.
Identify suitable health-insurance portability opportunities.
Identify requirements for term insurance and child plans.
Identify basic Employer–Employee, Key Person, and business-insurance requirements.
Build strong client relationships through proactive servicing and follow-ups.
Requirements
Experience in insurance, financial services, banking, wealth management, or client servicing preferred.
Good understanding of life and general insurance.
Strong communication, relationship management, and follow-up skills.
Client-focused and comfortable with need-based sales/cross-selling.
Good knowledge of MS Excel and basic documentation.
What We Offer
Fixed salary + performance-linked incentives.
Growth opportunities within a growing wealth-management organization.
Exposure to affluent client relationships and comprehensive financial services.
Pay: ₹15,486.11 - ₹43,288.00 per month
Work Location: In person
