Role & responsibilities

- Develop and maintain professional relationships with insurance companies, clients, brokers, and other stakeholders.

- Coordinate with insurance companies for survey assignments and claim-related requirements.

- Receive and record recent assignments and ensure the required information/documents are collected.

- Coordinate with surveyors for allocation, inspection schedules, status updates, and report submission.

- Follow up with surveyors and clients to ensure timely completion of assignments.

- Maintain an updated claim/assignment tracker and provide daily/weekly status reports to management.

- Communicate with clients regarding survey schedules, document requirements, and claim-related updates.

- Coordinate internally with surveyors, operations, accounts, and management for smooth claim processing.

- Monitor pending cases and proactively follow up for closure.

- Prepare MIS reports, correspondence, emails, and other client-related documentation.

- Handle client queries professionally and escalate critical issues to the concerned authority.





- Maintain proper records of assignments, communications, documents, and reports.

- Support management in improving client satisfaction and retention.

- Assist in business development by maintaining existing client relationships and identifying potential business opportunities.

Preferred candidate profile

- Graduate in any discipline; MBA/PGDM in Marketing, Insurance or Management will be an advantage.

- 14 years of experience in insurance, claims, customer relationship management, coordination, banking, broking, or corporate operations preferred.

- Good communication and interpersonal skills.

- Good knowledge of MS Excel, Word and Outlook/email communication.

- Strong follow-up and coordination skills.

- Ability to handle multiple assignments simultaneously.

- Professional and confident personality.

- Willingness to coordinate with clients and surveyors over phone/email.

- Female candidates preferred for this position

📌 Walk-in || Relationship Manager (Hyderabad)
🏢 Intech Insurance Surveyors
📍 Hyderabad