06 Aug
|
Troth Insurance Broking u0026 Consultants
|
Ahmedabad
06 Aug
Troth Insurance Broking u0026 Consultants
Ahmedabad
Job Title: Senior Executive / Assistant Manager – Renewals
Company: Troth Insurance Broking & Consultants Pvt. Ltd.
Department: Renewals
Location: Ahmedabad, Gujarat (Ambli – Bopal)
Reports To: Manager – Renewals Key Responsibilities
- Execute end-to-end renewal tracking across departments, branches and partner channels.
- Maintain a clean, verified renewal pipeline so every due case is visible well before expiry.
- Run structured follow-ups to closure — no case lapses on account of a process gap.
- Own the renewal MIS day to day: accuracy, timeliness and integrity of every number reported.
- Reconcile MIS against CRM and insurer data, and flag lapse patterns and slippage with supporting data.
- Prepare renewal dashboards and review decks for the Manager and senior management.
- Resolve documentation, endorsement and payment blockers with operations, claims and accounts.
- Reach out to clients well ahead of due dates; escalate at-risk and high-value cases early.
- Support the Manager in client discussions and insurer negotiations on critical renewals.
- Ensure accurate documentation,
timely CRM updates and IRDAI compliance; keep records audit-ready.
- Take full ownership of assigned cases and reports, and hold the desk in the Manager's absence.
Required Skills & Qualifications
- Graduate in any discipline; insurance certification (Licentiate/Associate) an advantage.
- 3-6 years in insurance or insurance broking, preferably renewals, retention or client servicing.
- Sound knowledge of the renewal cycle, policy servicing and documentation.
- Advanced Excel and MIS skills (pivots, lookups, dashboards) with hands-on CRM experience — essential.
- High attention to detail and a record of accurate, on-time work under volume pressure.
- Explicit communication and the discipline to report status honestly and early.
- Reliable and accountable — someone the Manager can hand a task to and not follow up on.
To Apply
If this role matches where you want to take your career, we would like to hear from you.
To Apply
Email your resume to
[email protected]
📌 Sr.Executive / Asst. Manager - Renewals (Ahmedabad)
🏢 Troth Insurance Broking u0026 Consultants
📍 Ahmedabad