Job Description

Ideal Candidate ProfileEssential Attributes :Educational Qualifications :- Post-Graduation/Graduation in Commerce, Science, or Engineering.- MBA/Post-graduation is an added advantage.Age :- Preferred Age : 35 - 65 years.Certifications :- Certification or Accreditation in training or facilitation is an advantage.Experience :- 3 to 5 years of training experience.- Experience working in an insurance company, ideally in customer-facing or intermediary-facing roles.- Corporate training experience is an advantage.Insurance Knowledge :- Certification from IRDA or any reputed insurance training institute.- Strong understanding of main insurance principles and application.- Thorough knowledge of personal insurance products (Life and General), underwriting, and claims processing.Other Attributes :- Familiarity with various group training methodologies (role plays, group discussions, presentations, peer-to-peer learning, etc.).- Up-to-date with the latest regulatory developments, including process changes (e.g., eKYC), new insurance products, and technological advancements in the insurance industry.- Proficient in English and fluent in the regional language, with the ability to explain complex concepts in local language effectively.- Ability to explain technical concepts clearly without jargon.Target Industry/Sector : InsuranceKey Responsibility Areas (KRAs) :Understanding of Insurance Roles :- Develop a comprehensive understanding of various functions and roles within an insurance company (e.g., sales manager, bancassurance relationship manager, operations executive, customer service executive).Training Delivery :- Impart CPBFI (Certified Professional in Banking and Financial Industry) training according to the existing module.- Train participants to pitch insurance products based on customer needs.- Enable participants to visualize the tasks they would be expected to perform in various insurance roles post-training.Training Methodologies :- Utilize diverse group training methodologies such as role plays, group discussions, presentations, and peer-to-peer learning to enhance the training experience.Regulatory Knowledge :- Stay updated with the latest regulatory changes and developments in the insurance sector and integrate this knowledge into training sessions.Language Proficiency :- Conduct training sessions primarily in English while also being capable of explaining complex concepts in the local language to ensure better understanding.Reporting & Documentation :- Maintain accurate records of training sessions.- Document participant progress and feedback.- Prepare and submit detailed reports on training outcomes and areas for improvement. (ref:updazz.com)

updazz .com