Job Description

Role Summary:

The Product Champion – Surety Insurance will support the central rollout and scale-up of Surety Insurance by working closely with partners, sales teams, and internal stakeholders to ensure smooth partner onboarding, faster quote-to-conversion, and timely issue resolution.

This role is ideal for young professionals (2 -5 years of experience) who want to build deep exposure to insurance products, partner management, and commercial operations, while actively contributing to business growth.

Key Responsibilities

1. Partner & Contractor Onboarding Support

- Support onboarding of brokers, partners, channels and contractors for Surety Insurance

- Coordinate documentation, system access and activation requirements

- Track pending onboarding cases and follow up with stakeholders to ensure closure

- Act as a central coordination point across locations

2. Sales & Quote Conversion Support

- Assist regional and local sales teams in:

- Quote processing

- Documentation checks

- Product clarifications (within defined guidelines)

- Track quotation pipeline and highlight:

- Delays

- Drop-offs

- Missing information

- Coordinate with underwriting and operations teams to support conversion of quotes to policies

3. Issue Tracking & Resolution

- Log, track and follow up on:

- Partner queries

- System or process issues

- Policy issuance or endorsement delays

- Escalate issues to relevant internal teams and ensure ownership until closure

- Maintain a repository of common issues, FAQs and resolutions

4. Partner & Channel Coordination

- Act as a liaison between:

- Partners / brokers

- Contractors

- Internal product, underwriting, operations and tech teams





- Support partners in understanding product requirements, documentation, and workflow

- Ensure consistent communication and follow-ups

5. Product & Process Learning

- Build strong understanding of:

- Surety Bond basics

- Eligibility and credit assessment logic (high-level)

- Policy terms, extensions and endorsements

- Participate in product training, pilot launches and process updates

- Share on-ground feedback with product and business teams

6. MIS & Reporting Support

- Maintain trackers for:

- Partner onboarding status

- Active partners

- Quotes, conversions and pendency

- Prepare basic MIS dashboards and reports for internal reviews

- Support ad-hoc analysis required by product or business teams

Skills & Competencies

Functional Skills

- Strong coordination and follow-up skills

- Comfort working with multiple stakeholders and parallel tasks

- Good communication (verbal and written)

- MS Excel

Behavioural Skills

- High ownership and learning mindset

- Attention to detail

- Problem-solving orientation

- Willingness to work in a rapid-growing, evolving product environment

Education & Experience - 2-5 Years

- Graduate / Postgraduate in:

- Management

- Finance

- Commerce

- Engineering or similar disciplines

- Experience in:

- Insurance

- BFSI operations

- Broker / partner coordination roles + Sales

- Surety Insurance / Credit Insurance / Financial Lines / Engineering Insurance

Product, underwriting support, sales enablement or broker management roles

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Job Snapshot

Updated Date

26-06-2026

Job ID

Job2158

Sub Department

Agency and Retail Brokers Strategy and Central Sales

Location

Bengaluru - Atlantis, Karnataka, India

Experience

2 - 5 Years

Employee Type

Permanent

Employee Sub Type

Full Time

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