About Entrust Family Office:

• A Multi Family Office that handles all financial matters of Uber-Wealthy Families/ UHNI Individuals/ Corporates.
• One of the earliest firms in India, to be registered under SEBI's current Investment Advisor guidelines.
• Specialized in facilitating Investment Advisory, Shared CFO Services, Private Equity, Business Advisory, Legal & Taxation etc. Presently expanding its capabilities to fulfil client needs.
• Founded in Bengaluru in 2013, by industry professionals with work experience in senior roles in reputed organizations such as Kotak Mahindra Bank, HDFC Bank and IL&FS; Investment Managers.
• Backed by a team of senior professionals with significant domain expertise in financial services.
• Entrust Family Office has built a strong reputation of a client centric firm with high integrity.

Position Overview: Senior Manager — Insurance Operations

A critical enabler role managing the end-to-end operational backbone of the insurance vertical — sub-agent partnerships, insurer empanelment, claims support, revenue reconciliation, and IRDAI compliance.



Works closely with the Principal Officer and revenue team to ensure seamless policy servicing and regulatory adherence.

Job Title: Senior Manager — Insurance Operations
Department: Insurance Vertical
Location: Bangalore / Chennai
Experience: 4–8 years in insurance distribution or financial services sales

Key Responsibilities

• Manage and coordinate sub-agent and broker relationships — onboarding, compliance, productivity tracking
• Prepare and coordinate insurance quotes across life, health, GI, and group product lines
• Provide end-to-end claims support — intimation, documentation, insurer coordination, and settlement tracking
• Coordinate CA agreement process for new insurer empanelment and maintain empanelment registers
• Reconcile commission payouts from all insurer partners monthly and resolve discrepancies
• Manage IRDAI statutory registers and file H1/H2 returns within prescribed timeli

📌 Senior Manager (Bengaluru)
🏢 Entrust CFO Services
📍 Bengaluru