INSURANCE BROKING

Industry: Insurance Broking / BFSI

Department: Sales / Broking

Position: Relationship Manager / Sales Manager / Business Development Manager

Key Responsibilities

- Generate current business through corporate, SME and retail clients.
- Develop and maintain strong relationships with existing and prospective clients.
- Understand client requirements and recommend suitable insurance solutions.
- Handle insurance products across Life / Health / General Insurance, depending on the business segment.
- Generate leads through references, networking, market visits and existing client relationships.
- Coordinate with insurance companies for quotations, underwriting, policy issuance and servicing.
- Compare insurance plans, coverage, premiums and benefits from multiple insurers based on client requirements.




- Prepare and present insurance proposals and quotations to clients.
- Negotiate with insurers to obtain suitable terms and pricing for clients.
- Manage the complete sales cycle from lead generation to conversion and policy issuance.
- Ensure timely renewal follow-ups and premium collections.
- Focus on client retention, renewals and cross-selling/up-selling of insurance products.
- Maintain regular follow-up for pending documents, medicals, underwriting and policy requirements.
- Resolve client queries and coordinate with internal teams for policy servicing and claims-related support.
- Maintain accurate MIS, sales pipeline and business reports.
- Ensure adherence

📌 Broking Relationship Manager (Palanpur)
🏢 bwise solutions
📍 Palanpur