Position Name – Client Servicing & Relationship Manager / Senior Manager
Location – Bangalore, Mumbai, Hyderabad, Pune
Experience Range - 5 - 8 years
Mandatory Requirement:
Exposure in General Insurance / Insurance Broking.
Robust experience in handling corporate client accounts.
Proven track record of client retention and service excellence.
· About the client:
Job Roles and Responsibilities:
Manage and service a portfolio of corporate clients across EB line of business.
Handle end-to-end policy lifecycle management —placement, endorsements, renewals, and documentation.
Coordinate with insurance companies for quotations, negotiations, policy issuance, and claims settlement.
Ensure timely renewals and retention of existing accounts.
Conduct client meetings to understand risk exposures and recommend suitable insurance solutions.
Support cross-selling and up-selling initiatives in coordination with the sales team.
Maintain solid relationships with insurers and internal stakeholders.
Monitor claims experience and assist clients in smooth claims resolution.
Ensure compliance with regulatory requirements and internal processes.
Prepare MIS reports, renewal trackers, and client servicing dashboard.
Qualification and Experience:
5+ years in General Insurance / Insurance Broking.
Graduate / Postgraduate (MBA preferred).
Qualified qualifications in insurance (III / AIII / ACII) will be an advantage