Insurance Advisory Lead
GrayQuest · Mumbai
- Experience2–7 yrs
- SalaryNot disclosed
- Work modeonsite
- Levelmid
- Posted22 Sept 2026
About GrayQuest
GrayQuest is hiring in Mumbai in financial services. This role looks for around 2+ years of experience.
Skills
- term insurance
- insurance coordination
- claim support
- advisor coaching
- underwriting
- funnel analysis
- team management
- objection handling
The role
An insurance advisory lead at a financial services fintech company advises customers on term insurance, coaches advisors on policy knowledge and objection handling, coordinates underwriting and policy issuance with insurers, and improves funnel conversion through metrics.
Full job description
About GrayQuest & Guardian One
GrayQuest is India's largest education focused fintech company, offering SAAS, payments and BNPL solutions for educational institutions. We work with 7000+ institutions and 2M+ students, and are backed by founders/CxOs from CRED, Udaan, Flipkart, OYO, Shaadi, Pidilite and more. Guardian One is GrayQuest's insurance initiative, offering health and term life cover through a panel of insurers and a trained advisory team.
The RoleYou'll sit at the center of Guardian One's term advisory engine, owning how advisors sell, how insurer coordination happens around a policy, and how the funnel converts.
What you'll own:Customer advisory: Advise customers, understand the need, explain the trade offs, recommend what's right, and once we find the plan fitment, take them through purchase.Advisory leadership: Be the go-to person for advisors on product knowledge and objection handling, audit call/chat quality, coach advisors on gaps, and feed what you learn into training content. Spot recurring skill or knowledge gaps and feed them into training and L&D contentInsurer liaison: Own pre-sale coordination (eligibility, medical and financial underwriting, rider selection) and post-sale coordination (issuance, endorsements, escalations) with the insurer panel. Flag turnaround or process issues on the insurer's side and work with them to fix bottlenecksConversion: Own funnel metrics end to end, from lead to consultation to quote to policy. Diagnose drop-offs, design fixes, set benchmarks, and report on them on a regular cadence. Work with sales and business leadership to turn funnel insights into actual process changes'
What We're Looking ForProduct and advisory depth: Prior exposure to term insurance sales, insurer coordination and claim support is required.Team management: Comfortable managing and coaching a team of advisors.Coordination that actually closes the loop: You can chase, escalate, and close out issues with insurers before or after a policy sale, without the customer feeling the friction.A metrics-first instinct: You default to defining stages, tracking numbers by segment and channel, and diagnosing why a drop-off is happening, not just reporting that it happened.Clear communication: Can explain complex policy terms in plain language, to customers and in writing.Ownership: You take things end to end rather than waiting to be told the next step.