Bima Sakhi

About the Role

• A full-time, hybrid position based in Lucknow.
• Combines on-site work with work-from-home flexibility.
• Engages with individuals and families to explain LIC products, assess insurance needs, and support plan selection.

Key Responsibilities

• Meet prospective customers in the community.
• Provide information on life and health insurance.
• Assist with proposal forms and documentation.
• Guide policyholders through premium payments and basic service requests.
• Organize and participate in local outreach activities.
• Maintain clear records of customer interactions.
• Coordinate with LIC branches and teams for policy issuance and service.

Qualifications

• Ability to communicate clearly and respectfully with diverse individuals, including strong listening skills.
• Basic proficiency in local languages and English.
• Customer service orientation: building trust, explaining financial products simply, and providing ongoing support.
• Basic numeracy and comfort with simple financial calculations (premiums, benefits, payment schedules).
• Organizational skills: managing appointments, maintaining records, follow-ups.
• Comfort using mobile phones and basic digital tools (calls, messaging, simple online forms).
• Willingness to learn LIC systems and processes.
• Ability to travel locally within Lucknow and nearby areas.
• Minimum educational qualification: secondary or higher secondary level.
• Additional training in sales, insurance, or community work is an advantage.
• Demonstrated integrity, reliability, and commitment to promoting financial protection and inclusion.