Insurance Advisor (Sales) cum Underwriter

We are Planswell Insurance Brokers Pvt Ltd. (Promoted by a group of Chartered Accountants and Lawyers) with a commitment to placing our clients’ interests at the forefront. We offer expert consultancy, competitive quotations, risk inspections, and dedicated support for the settlement of genuine claims. Backed by a young and dynamic team with deep industry knowledge, we aim to create a strong impact in the insurance sector through exceptional client service and robust partnerships with leading insurers.

We are seeking a detail-oriented, experienced and self-driven Insurance Advisor (Sales Specialist) cum Underwriter who can independently generate leads and close sales without relying on company-provided data or telecalling support.

Role Description

This is a full-time on-site role located in New Delhi for an Insurance Advisor (Sales Specialist) cum Underwriter. The individual will be responsible for generating leads, assessing clients' insurance needs, developing tailored insurance solutions, and advising clients on the best policies. The role involves acquiring and managing relationships with corporate as well as Individual clients by evaluating risks, underwriting policies, and providing excellent customer service to ensure client satisfaction.

Key Responsibilities:

• Generate own leads through personal network, field activity, referrals, social media, or digital outreach.
• Pitch appropriate life/general and all types of insurance products to prospective clients.
• Schedule meetings with potential customers to assess their insurance needs.
• Provide detailed policy information, comparisons, and after-sales support.
• Maintain daily/weekly sales reports and pipeline updates.
• Meet or exceed monthly premium targets and activity benchmarks.

Qualifications

• Minimum 3-5 years of experience in insurance sales.
• Proven ability to work independently without lead/data support.
• Strong personal or professional network for lead sourcing.
• Insurance and Underwriting skills
• Excellent communication, negotiation, and relationship-building skills.
• Strong Customer Service skills
• Ability to work independently and as part of a team

Compensation:

As per industry standards based on experience and qualifications.

How to apply:

Apply here through LinkedIn or Send your CV to aayush@planswellib.in