Insurance Advisor

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 :

What We Offer :

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.

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Skills Required

CRM Tools, Insurance Sales, Financial Services, Customer Engagement