Insurance Specialist

Company Description Wealthy is an award-winning financial technology company whose app empowers Mutual Fund Distributors (MFDs) with advanced tools, dedicated support, and robust product research. Over 10,000 MFDs across 30+ branches trust Wealthy to help them build assets under management and accelerate clients wealth creation. The platform is designed to simplify operations, strengthen client relationships, and improve decision-making through data-driven insights. Team members at Wealthy work in a collaborative environment focused on growth, innovation, and long-term client success.

Role Description The Insurance Specialist is a full-time, on-site role based in Vijayawada. In this position, the specialist will support clients and MFDs by advising on suitable insurance products, explaining policy features, and assisting with documentation, proposals, and claims-related queries. Day-to-day responsibilities include coordinating with insurance partners, processing applications, maintaining accurate records, and ensuring compliance with relevant regulations and internal guidelines. The role also involves providing proactive customer service, responding to client inquiries, and collaborating with the finance and advisory teams to integrate insurance solutions into broader financial plans.

Qualifications

• Candidates should possess strong knowledge of Insurance and Insurance Brokerage practices.
• Candidates should possess a solid understanding of Finance and related financial products.
• Candidates should possess excellent Communication and Customer Service skills.
• Candidates should possess proficiency in basic computer applications and CRM or similar tools.
• Relevant experience in insurance sales, underwriting, or advisory roles is preferred.
• Ability to work on-site in Vijayawada, manage multiple tasks, and meet timelines.
• A bachelors degree in finance, business, or a related field is beneficial.