Insurance Executive

Company Description SBI Life Insurance Co. Ltd., one of Indias most trusted life insurers, has been serving millions of families since its incorporation in 2000 and registration with IRDAI in 2001. The company offers a diverse range of Protection, Pension, Savings, and Health solutions for both individual and group customers. With over a thousand offices, tens of thousands of employees, and a wide network of agents, partners, and brokers, SBI Life provides extensive reach and accessibility across the country. The organization emphasizes a customer-first approach, ethical service standards, efficient claim settlement, and enhanced digital experiences for customers and employees. SBI Life is listed on BSE and NSE, maintains a healthy and flexible work environment, and actively contributes to social causes through its CSR initiatives.

Role Description This is a full-time, on-site Insurance Executive role based in Srinagar. The Insurance Executive will engage with prospective and existing customers to understand their insurance needs and recommend suitable SBI Life products across protection, savings, pension, and health solutions. Responsibilities include explaining policy features and benefits, supporting customers through the application and documentation process, and assisting with premium payments and policy servicing queries. The role also involves maintaining strong customer relationships, ensuring high service standards, and coordinating with internal teams and distribution partners to resolve issues promptly. The Insurance Executive will work towards business targets, contribute to branch growth, and uphold compliance with regulatory and company guidelines in all interactions.

Qualifications

• Strong customer-facing skills, including Customer Service and Communication abilities.
• Knowledge of Insurance products and processes, with understanding of Insurance Brokerage practices.
• Basic to intermediate Finance knowledge, enabling clear explanation of premiums, benefits, and returns.
• Ability to build trust, manage relationships, and work towards sales and service targets in a structured environment.
• Bachelors degree in business, finance, commerce, or a related field; relevant insurance certifications are an advantage.
• Familiarity with digital tools and platforms for policy servicing, reporting, and customer interaction.
• Strong ethical standards, attention to detail, and ability to comply with regulatory and company policies.
• Prior experience in life insurance, financial services, or customer-focused roles is preferred but not mandatory.