Role Category : Associate Trainer

Job Title & Role : CPBFI Trainer Insurance

Qualification : Post-Graduation/Graduation in Commerce, Science or Engineering

Location : Lucknow, Varanasi, Madras, Agra, Delhi and Kanpur

Experience : Min 3-4 Years

Preferred Age : 35 65 years

Ideal Candidate Profile (Essential Attributes) :

~ Post-graduation/Graduation in Commerce, science, or engineering.

~ Certification or Accreditation in training or facilitation would be an advantage.

~ Must have 3 to 5 years of training experience

Other Attributes :

~ Must have worked in an insurance company ideally in customer facing or intermediary facing roles.

~ He/she should have some certification from IRDA or any reputed insurance training institute

~ He/she should have strong understanding of main insurance principles, personal insurance products (Life and General), underwriting and claims processing, etc

~ Should be up to date with latest regulatory developments, especially those involving process changes (e.g. eKYC), new types of insurance products and technological advancement in insurance industry.

~ Should be well versed in English and fluent in the regional language. While the training would be conducted in English, trainers who explain the complex concepts in local language are more effective.

~ Corporate training experience would be an advantage.

Target Industry/Sector : Insurance

Key Responsibility Areas :

- Should develop good understanding of different functions and roles inside an insurance company, such as sales manager, relationship manager, operations executive, customer service executive and Should impart CPBFI training as per the existing module.

- Train participant to pitch an insurance product as per customer needs.

- Participants should be able to visualize what tasks they would be expected to perform in various insurance roles post training when they get a placement

- Reporting & Documentation