Bima Sakhi

About the Role

The Bima Sakhi role is a full-time hybrid position based in the Pune Division, offering flexibility for work-from-home activities. This role supports policyholders and prospective customers by explaining insurance products, assisting with proposals, and guiding individuals through policy issuance and servicing.

Key Responsibilities

• Conduct outreach in local communities.
• Provide basic financial literacy related to insurance.
• Help customers understand benefits, premiums, and claims procedures.
• Maintain records of customer interactions.
• Coordinate with LIC branch staff and development officers.
• Participate in local campaigns or awareness programs.
• Perform regular field visits within assigned areas.
• Engage in periodic office-based or remote administrative work and training sessions.

Requirements & Tech Stack

• Communication and interpersonal skills
• Customer service orientation
• Basic financial awareness and willingness to learn about life insurance, health insurance, and pension plans.
• Ability to perform fieldwork.
• Ability to manage time effectively.
• Ability to maintain accurate records.
• Comfort with simple documentation.
• Use of basic digital tools (such as mobile apps or messaging platforms) for communication and reporting.
• Proficiency in local language(s) of the Pune Division.
• Working knowledge of English or Hindi.

Qualifications

• Minimum educational qualification as prescribed by LIC (typically completion of secondary or higher secondary education).
• Higher education in commerce or related fields is an advantage.
• Demonstrated reliability, ethical conduct, and commitment to promoting financial inclusion and protection.