Insurance Business Development Executive / Insurance Relationship Manager

We are looking for a agile and result-oriented Insurance Executive to grow our insurance business by leveraging our existing client base and partner network. The role involves identifying insurance needs, pitching suitable products, coordinating with partners, and closing business while ensuring high-quality client service.

Key Roles & Responsibilities

- Generate insurance business from existing clients, channel partners, and reference base
- Cross-sell and upsell Life, Health, Motor, and General Insurance products
- Understand client requirements and recommend suitable insurance solutions
- Coordinate with internal teams and insurance companies for policy issuance
- Maintain strong relationships with clients and partners to ensure repeat business
- Follow up on leads, proposals, renewals, and pending documentation
- Achieve monthly and quarterly business targets
- Maintain accurate records of leads, conversions,



and client interactions
- Ensure compliance with IRDA regulations and company processes
- Support renewal business and policy servicing when required

Candidate Requirements
Experience: Freshers

- Knowledge of Life, Health, Motor & General Insurance products
- Strong communication and negotiation skills
- Ability to work on targets and close deals
- Comfortable with calling, follow-ups, and relationship building
- Basic knowledge of CRM, Excel, or lead management systems
- IRDA certification preferred (or willingness to obtain)

Skills Required

- Insurance Sales & Business Development
- Client Relationship Management
- Lead Conversion & Follow-ups
- Partner & Channel Coordination
- Target-driven mindsetCompensationFixed Salary + Performance-based IncentivesGrowth opportunities within the organization

📌 Insurance Business Development Executive / Insurance Relationship Mgr (Mumbai)
🏢 A C Agarwal Share Brokers
📍 Mumbai