Role & responsibilities

- Negotiations with insurance companies for policy lowest premium and best policy brokerage.

- Compare quotations from multiple insurers.

- Finalize the best terms, coverage, and premium as per client requirement.

- Ensure proper placement slip preparation and submission.

- Follow up with insurers for policy issuance within TAT.

- Verify policy documents for coverage, sum insured, premium, clauses, endorsements.

- Ensure error-free policy documentation before sending to client.

- Maintain strong relationships with underwriters of insurance companies.

- Negotiate for better premium and wider coverage.

- Handle clarifications from insurers regarding risk details.

- Maintain records of: Quotations, Placement slips, Proposal forms, Policy copies,



Ensure compliance with IRDAI guidelines.

- Track policy renewal dates - Collect renewal quotes from insurers.

- Ensure timely renewal placement.

- Work closely with: Sales team, Client servicing team, Claims team, Ensure smooth flow of information between insurer and client.

- Maintain placement MIS reports.

- Ensure documentation for audits and regulatory requirements.

Key Skills Required

- Knowledge of Employee Benefit products, Solid negotiation skills, Good communication with insurers, Attention to policy wording and coverage details, MS Excel & documentation management

📌 Team Leader Employee Benefit Placement (Pune)
🏢 Talent Corner HR Services
📍 Pune