Roles & Responsibilities

As a life insurance advisor with ICICI Prudential, you would be the primary connect between customers and ICICI Prudential Life. Your main function would be to solicit life insurance business on behalf of the Company. At the same time, you need to gain trust of the prospects and advise them suitably, keeping their insurance needs in mind. As an advisor you would be required to play the unique role, whereby, you would be trusted by the customer as well as the Insurer.

You would be required to interact with individuals and families to:

  • Understand their insurance protection and investment needs
  • Identify and recommend solutions that best fit their requirements
  • Offer the prospect or existing customer a complete product portfolio
  • Complete the formalities necessary to get the policy issued
  • Keep in touch with customers to ensure that their service requests towards policies are managed properly
  • Facilitate settlement of claims