Bima Sakhi

About The Employer

The Life Insurance Corporation of India (LIC), established in 1956 and headquartered in Mumbai, is a government-owned insurer providing a comprehensive range of life insurance products, including life and health insurance, pension schemes, unit-linked policies, group insurance, and micro insurance. LIC operates extensively across India and overseas, serving resident and non-resident customers through a broad network of branches and agents, delivering long-term financial security and savings opportunities.

Role Overview

The Bima Sakhi position is a full-time, on-location job based in Coimbatore, focused on identifying prospective clients and assisting them in understanding and selecting LIC’s insurance solutions tailored to their financial objectives. The role involves consistent face-to-face interactions, follow-up meetings, supporting paperwork for policy issuance, and ongoing customer support concerning renewals and claims. Collaboration with branches and the team to meet sales and service benchmarks is essential.

Key Responsibilities

• Locate potential customers and explain various LIC insurance offerings.
• Assist individuals and families in choosing plans that align with their financial needs.
• Conduct regular personal meetings and follow-ups to nurture client relationships.
• Support the process of policy documentation and issuance.
• Provide ongoing assistance for policy renewals and claim procedures.
• Keep organized basic records of client engagements and communications.
• Engage in local marketing activities and partner with LIC branch personnel to reach sales goals.

Qualifications and Skills

• Strong verbal communication and interpersonal abilities to engage a diverse clientele and form durable relationships.
• Basic proficiency in sales and customer service skills, with an aptitude to assess client requirements and present insurance products clearly.
• Effective organizational and time management capacities to coordinate multiple client meetings, follow-ups, and administrative tasks.
• Basic numeracy and financial literacy to accurately discuss premium rates, benefits, and features.
• Familiarity with the local languages spoken in Coimbatore and competency in basic computer operations for record maintenance and digital tool usage.
• Minimum educational attainment equivalent to higher secondary school (12th grade) or higher; prior exposure to insurance, financial services, or direct sales is advantageous.
• Capability to work autonomously at the workplace, travel locally for client visits, and uphold professionalism consistent with LIC’s standards.