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Health Insurance Advisor

Overview, Education, Careers Types, Skills, Career Path, Resources

Health Insurance Advisors guide clients on selecting suitable health insurance plans. They assess needs, explain coverage, and ensure informed decisions for financial security.

Average Salary

₹3,50,000

Growth

medium

Satisfaction

medium

Home/Careers/finance and banking/health insurance advisor
Functional Skills

Functional Skills are essential skills that help individuals perform tasks effectively in everyday life, work, and education.

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    Health Insurance Product Knowledge
    -
    Sales and Persuasion
    -
    Customer Relationship Management (CRM)
    -
    Communication Skills (Written and Verbal)
    -
    Needs Analysis and Assessment
    -
    Knowledge of Regulatory Compliance
    -
    Problem-Solving and Conflict Resolution
    -
    Time Management and Organization
    -
    Digital Literacy and Technology Proficiency
    -
    Networking and Lead Generation
Soft Skills

Communication, teamwork, and critical thinking to ensure seamless project execution.

    -
    Communication Skills
    -
    Interpersonal Skills
    -
    Problem-Solving
    -
    Sales and Negotiation Skills
    -
    Time Management
    -
    Adaptability
    -
    Empathy
    -
    Attention to Detail
    -
    Resilience
    -
    Ethical Conduct
Technical Skills

Technical Skills are specialized abilities and knowledge needed to perform specific tasks or functions.

    -
    Health Insurance Product Knowledge
    -
    Sales and Persuasion
    -
    Customer Relationship Management (CRM)
    -
    Communication Skills
    -
    Regulatory Knowledge
    -
    Financial Planning Basics
    -
    Digital Marketing
    -
    Analytical Skills
    -
    Negotiation Skills
    -
    Time Management
Duties and Responsiblities

Task

95%

Advise clients on suitable health insurance plans based on their needs and budget.

92%

Explain policy features, benefits, and exclusions clearly to potential customers.

90%

Generate leads through networking, referrals, and marketing activities in the Indian market.

88%

Prepare and present customized health insurance proposals to individuals and families.

85%

Assist clients with the application process and ensure all required documents are submitted.

82%

Stay updated on the latest health insurance products, regulations, and industry trends in India.

80%

Provide ongoing support to clients, including claims assistance and policy renewals.

78%

Maintain accurate records of client interactions, policy details, and sales activities.

75%

Address client inquiries and resolve any issues or concerns promptly and professionally.

72%

Comply with all regulatory requirements and ethical standards in the insurance industry.

70%

Participate in training programs and workshops to enhance product knowledge and sales skills.

Work Activities

95%

Advise clients on suitable health insurance plans based on their needs and financial capabilities.

92%

Tailor health insurance policies to meet individual client requirements, ensuring comprehensive coverage.

90%

Guide clients through the claims process, providing support and ensuring timely resolution.

88%

Stay updated on the latest health insurance products and market trends to offer competitive solutions.

85%

Ensure adherence to all regulatory requirements and ethical standards in insurance sales.

82%

Build and maintain relationships with healthcare providers and other professionals for referrals.

80%

Achieve sales targets by effectively promoting and selling health insurance products.

78%

Maintain accurate records of client interactions, policy details, and sales activities.

75%

Participate in ongoing training to enhance product knowledge and sales skills.

72%

Provide excellent customer service to retain clients and generate referrals.

Detailed Work Profile

Interests