Remote Proposal manager Jobs – 139 Open Jobs Today

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Insurance Advisor

Integrated Cooling Systems
Remote

Quick apply

Job details

Student job | Part-time | Fresher | Volunteer | Internship | Freelance
₹5,000 - ₹15,000 a month
11 hours ago

Qualifications

Sales
12th Pass
Presentation skills
10th Pass
Communication skills
Negotiation

Full job description

Job Summary

The Insurance Advisor is responsible for identifying customer insurance needs, recommending suitable health and general insurance products, acquiring new customers, servicing existing clients, and ensuring policy renewals. The role requires building long-term customer relationships while adhering to IRDAI regulations and ethical sales practices.

Key ResponsibilitiesSales & Business Development

Generate leads through personal networking, referrals, digital platforms, and field activities.
Promote Health Insurance, Motor Insurance, Travel Insurance, Personal Accident Insurance, Home Insurance, and other General Insurance products.
Explain policy features, benefits, exclusions, and claim procedures to customers.
Achieve monthly and annual sales targets.

Customer Relationship Management

Build and maintain long-term relationships with customers.
Provide renewal reminders and policy servicing support.
Assist customers during claim settlement processes.
Address customer queries and grievances promptly.

Compliance & Documentation

Ensure complete KYC and proposal documentation.
Adhere to IRDAI guidelines and company policies.
Maintain accurate customer records and policy information.
Avoid mis-selling and ensure transparent communication.

Market Awareness

Stay updated on insurance products, market trends, and regulatory changes.
Participate in training programs and product launches.

Eligibility Criteria

Minimum Age: 18 Years.
Education:
12th Pass (Urban Areas).
10th Pass (Rural Areas as per applicable regulations).
Good communication and interpersonal skills.
Basic computer and smartphone proficiency.
Sales experience preferred but not mandatory.

Skills Required

Communication and negotiation skills
Customer relationship management
Sales and marketing aptitude
Presentation skills
Self-motivation and target orientation
Time management

Compensation

Commission-based earnings.
Performance incentives and rewards.
Renewal commission (subject to company policies).
Opportunity for career growth into Agency Manager/Team Leader roles.

Documents Required for IC-38 Exam Registration

To become a licensed Insurance Advisor (Health/General Insurance), you must enroll with an insurance company or intermediary, complete the prescribed training, and pass the IC-38 examination.

Mandatory Documents

Aadhaar Card
PAN Card
Passport Size Photograph
Educational Qualification Certificate
10th / 12th Mark Sheet or Certificate
Mobile Number
Email ID
Address Proof (if required separately)
Bank Account Details (for commission payouts after licensing)
Cancelled Cheque or Bank Passbook Copy (often required by insurers)

IC-38 Exam Eligibility

Minimum Age: 18 Years
Educational Qualification:
12th Pass (Urban Areas)
10th Pass (Rural Areas)
Completion of mandatory training prescribed by the insurer/IRDAI before appearing for the examination.

Pay: ₹5,000.00 - ₹15,000.00 per month

Work Location: Remote

Quick apply

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