First Policy Insurance Brokers Pvt. Ltd.
Website:
firstpolicy.com
Job details:
Company Description First Policy Insurance Brokers Pvt. Ltd. is a leading insurance and reinsurance broker in India, with over two decades of experience delivering customized risk management solutions to businesses. The company focuses on building long-term client relationships and integrating risk control into business management systems to create sustainable value. First Policy offers a wide range of insurance products, including property, marine, employee benefits, liability and credit, and miscellaneous insurance, as well as treaty and facultative reinsurance solutions. With strong international and local client portfolios and structured relationships in markets such as London and Singapore, the company emphasizes innovative solutions, superior service quality, professional expertise, and corporate social responsibility.
Role Description The Health Insurance Specialist is a full-time, on-site role based in Mumbai. This role involves advising individual and corporate clients on health insurance plans, explaining coverage options, benefits, exclusions, and policy terms in clear, accessible language. The specialist will handle client inquiries, support policy issuance and renewals, assist with claims-related documentation, and coordinate with insurers to resolve issues promptly. Daily responsibilities include maintaining accurate client records, following up on leads, supporting sales initiatives for health insurance products, and ensuring high standards of customer service. The role also involves staying updated on regulatory changes, product updates, and market trends in health insurance to provide informed recommendations.
Qualifications
- Candidates should possess strong Communication skills, including clear verbal and written communication and the ability to explain complex insurance concepts in simple terms.
- Candidates should possess domain expertise in Health Insurance and a solid understanding of Insurance principles, policy structures, and regulatory guidelines.
- Candidates should possess excellent Customer Service skills, with a focus on responsiveness, empathy, and building long-term client relationships.
- Candidates should possess Sales skills relevant to promoting health insurance products, managing leads, and supporting business growth targets.
- Relevant experience in health insurance, insurance broking, or financial services is preferred.
- Ability to work on-site in Mumbai, collaborate with cross-functional teams, and manage multiple client cases simultaneously.
- Proficiency in basic office software and CRM tools, with strong attention to detail and organizational skills.
- A bachelor’s degree in business, finance, insurance, or a related field is desirable; professional certifications in insurance are an added advantage.
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