Website:
mitra.insure
Job details:
Company Description MITRA by Healthysure is India’s leading claim-focused insurance platform, designed to make complex insurance policies simple and stress-free. The company provides personalized advice across health, life, home, and cyber insurance, helping individuals and families choose the right coverage for their needs. A dedicated claim expert supports customers from initial documentation through final settlement, ensuring smooth and timely claim experiences. MITRA positions itself as a trusted partner for comprehensive protection and peace of mind, with a strong focus on transparency and customer support.
Role Description The Term Insurance Advisor is a full-time remote role focused on guiding individuals and families in selecting appropriate term life insurance coverage. Day-to-day responsibilities include understanding client needs, analyzing financial and risk profiles, explaining policy features and benefits in clear terms, and recommending suitable term plans. The advisor will conduct virtual consultations, respond to customer inquiries, and assist clients with application and documentation processes. The role also involves maintaining accurate records, following up on leads, coordinating with internal teams for policy issuance and claims support, and staying updated on term insurance products, regulations, and market trends.
Qualifications
- Candidates should possess strong domain skills in Insurance, with a solid understanding of term life products and underwriting basics.
- Candidates should possess foundational knowledge in Finance to assess client affordability, risk profiles, and long-term protection needs.
- Candidates should possess Consulting skills, including needs assessment, solution-oriented advising, and ethical recommendation practices.
- Candidates should possess Customer Service skills to handle queries, manage expectations, and provide empathetic, client-centered support.
- Candidates should possess clear, professional Communication skills for explaining complex concepts in simple language across phone, video, and email.
- Relevant experience in insurance advisory, financial planning, or a client-facing consulting role is beneficial.
- Comfort with remote work tools, CRM systems, and basic digital documentation is preferred.
- A bachelor’s degree in finance, commerce, business, or a related field, along with applicable insurance certifications, is an advantage.
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