Insurance Advisor

Click the link below to apply!

https://docs.google.com/forms/d/e/1FAIpQLSeFeT8ocU9QvvXSyk51Be1l4xNw0cY-eUdo8qpOJcq9CvUgng/viewformusp=header

Role Overview:

We are seeking a dynamic, customer-focused Engagement Manager to join our growing team. This role involves direct client interaction, insurance portfolio reviews, and providing data-backed, tailored insurance solutions. The ideal candidate is enthusiastic, curious about the insurance ecosystem, and thrives on building meaningful customer relationships.

• Location: Vile Parle East (Mumbai)
• Timings: 9:30 AM to 6:30 PM
• Working Days: Monday to Saturday

Key Responsibilities:

• Engage with clients via calls or digital channels to resolve queries and offer insurance recommendations.
• Review customer insurance portfolios to identify protection gaps, redundancies, or optimization opportunities.
• Stay updated on product features, claim processes, and regulatory changes across insurance categories.
• Provide clear, simple, and accurate advice to help customers make informed insurance decisions.
• Build trust-based relationships with clients to enhance loyalty and long-term engagement.
• Collaborate with internal teams to relay customer insights and contribute to product/service improvement.
• Maintain accurate and detailed logs of interactions, reviews, and follow-up actions in CRM tools.

Required Qualifications:

• Graduated in any discipline.
• 0–2 years of experience in customer engagement, financial services, or insurance-related roles.
• Excellent verbal communication skills in English and Hindi; fluency in any additional regional language is a plus.
• Strong analytical skills with attention to detail and a problem-solving mindset.
• Eagerness to learn and grow in the insurance domain.

What We Offer:

· Purpose-led Work: Be part of a mission to simplify insurance and make protection accessible to every individual.

· Fast-Paced Growth: Work in a collaborative, agile environment with opportunities to take ownership early in your career.

· Steep Learning Curve: Deep dive into the evolving world of customer behavior and technology-led solutions.

· Supportive Culture: Work alongside passionate teammates and experienced mentors who believe in sharing knowledge and growing together.

Employee Benefits:

• Competitive compensation with performance-based incentives
• Health insurance coverage
• Paid time off, including casual leave and sick leave
• Access to wellness and upskilling programs
• Flexible working hours
• Learning and development budget for certifications, courses, or industry events
• Employee referral bonuses
• Celebratory team off-sites (domestic & international) and recognition programs

About CoverSure

CoverSure is an AI-first InsurTech startup redefining the way Indians experience insurance. Founded in 2023, CoverSure is building India's most trusted and unbiased insurance platform — one that's simple, personalized, and truly user-first.

CoverSure's mission is to provide affordable, transparent, and data-driven insurance solutions that empower users to make informed choices and feel confident about their coverage.

We are backed by ENAM Holdings with Pre-Series-A $4 million funding, allowing us to invest deeply in product innovation, compliance infrastructure, and talent — giving us a strong foundation to scale responsibly and ambitiously.

Skills Required
Analytical Skills, CRM Tools