Bima Sakhi

Company Description The Life Insurance Corporation of India (LIC) is a government-owned life insurance corporation established in 1956 and headquartered in Mumbai, Maharashtra. It is one of the largest and most trusted life insurance providers in India, serving a broad customer base across urban and rural areas. LIC offers a comprehensive portfolio of products, including life and health insurance, pension plans, ULIPs, group schemes, and micro insurance. With an extensive network of branches and agents across India and overseas, LIC focuses on making insurance solutions accessible to diverse communities. The organization emphasizes financial security, customer service, and long-term career opportunities for its workforce.
Role Description The Bima Sakhi role is a full-time hybrid position based in the Pune Division, with some flexibility for work-from-home activities. In this role, the Bima Sakhi supports policyholders and prospective customers by explaining insurance products, assisting with proposals, and guiding individuals through policy issuance and servicing. Day-to-day tasks include conducting outreach in local communities, providing basic financial literacy related to insurance, and helping customers understand benefits, premiums, and claims procedures. The Bima Sakhi maintains records of customer interactions, coordinates with LIC branch staff and development officers, and participates in local campaigns or awareness programs. The role requires regular field visits within assigned areas, along with periodic office-based or remote administrative work and training sessions.
Qualifications
Strong communication and interpersonal skills to interact with diverse community members, explain insurance concepts clearly, and build trust.
Customer service orientation with the ability to understand client needs, provide guidance, and support policyholders throughout their insurance journey.
Basic financial awareness and willingness to learn about life insurance, health insurance, pension plans, and related LIC products.
Ability to perform fieldwork in local communities, manage time effectively, and maintain accurate records of customer visits and follow-ups.
Comfort with simple documentation and use of basic digital tools (such as mobile apps or messaging platforms) for communication and reporting.
Minimum educational qualification as prescribed by LIC (typically completion of secondary or higher secondary education); higher education in commerce or related fields is an advantage.
Proficiency in local language(s) of the Pune Division and working knowledge of English or Hindi for coordination with branch staff.
Demonstrated reliability, ethical conduct, and commitment to promoting financial inclusion and protection for individuals and families.

Work arrangement
Hybrid