Retail Insurance Advisor

Company Description MITRA by Healthysure is India’s premier claim-focused insurance platform, designed to make complex insurance policies simple and stress-free. The company offers personalized advice across health, life, home, and cyber insurance, helping individuals and families choose coverage that fits their needs. MITRA provides a dedicated claim expert who manages documentation and support from the first notification of a claim through to settlement. By combining expert guidance with hands-on claims assistance, MITRA aims to deliver reliable protection and peace of mind for every customer.
Role Description The Retail Insurance Advisor is a full-time remote role responsible for guiding individual customers through the selection and understanding of insurance products. On a day-to-day basis, the advisor will assess customer needs, recommend suitable health, life, home, and cyber insurance plans, and explain policy features in clear, accessible language. The role includes supporting customers through the claim process by coordinating with the internal claim experts, ensuring accurate information collection, and maintaining timely communication. The advisor will handle inbound inquiries, conduct follow-up calls or messages, and maintain detailed records in company systems. Collaboration with internal teams to refine customer journeys and provide feedback on products and processes is also an important part of this role.
Qualifications
Strong knowledge and practical experience in Insurance and a basic understanding of Finance relevant to retail insurance products.
Background in Consulting or advisory roles, with the ability to analyze customer needs and recommend appropriate coverage options.
Proven Customer Service skills, including empathy, problem-solving, and the ability to manage multiple customer interactions professionally.
Excellent Communication skills, with clear spoken and written English and the ability to explain complex concepts in simple terms.
Comfort working in a remote, technology-driven environment, including proficiency with CRM tools, online communication platforms, and documentation systems.
Attention to detail and strong organizational skills for managing policy information and supporting claim-related documentation.
Bachelor’s degree in business, finance, insurance, or a related field is preferred, along with any relevant insurance certifications.
Prior experience in retail insurance advisory, brokerage, or customer-facing financial services roles will be an advantage.

Work arrangement
No