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22 Job openings at Anand Rathi Insurance Brokers Ltd
Corporate Sales Marketing Manager and support and service

Chennai, Tamil Nadu, India

2 years

Not disclosed

On-site

Full Time

🌟 We’re Hiring – 1.Marketing- Corporate Sales 2.Support and Service ( EB Claims ) 3.Placement Support (Non EB &EB) 🌟 We are looking for a Corporate Sales & Support Executive with at least 2 years of experience in the General Insurance sector (Non EB &EB) to join our team in Chennai. 🔹 Key Responsibilities for Marketing: Drive corporate marketing and business development for general insurance products (especially Employee Benefits). Build and manage strong relationships with corporate clients. Key Responsibilities for Placement and support service: Preparing RFQs, obtaining quotes from multiple insurance companies, and preparing comparisonreports. Provide end-to-end support for Group Health Insurance and EB claims handling, including coordination with insurers and TPAs. Assist in policy servicing, renewals, and client queries. 🔹 Desired Candidate Profile: Minimum 2 years of relevant experience in general insurance (corporate sales, support, or claims). Good understanding of Employee Benefit (EB) products and processes. Strong communication, interpersonal, and client-handling skills. Based in or willing to relocate to Chennai. 📍 Location: Chennai 🕒 Experience: 2+ years in General Insurance (Non EB/EB focus) If this sounds like you or someone in your network, please DM me or share your resume at ( saranyaperiyasamy@rathi.com ) Let’s connect and grow together! #Hiring #InsuranceJobs #GeneralInsurance #CorporateSales #NonEmployeeBenefits #EmployeeBenefits #EBClaims #ChennaiJobs #InsuranceCareers #JoinUs Show more Show less

Corporate Sales

Mumbai, Maharashtra, India

5 - 7 years

Not disclosed

On-site

Full Time

The purpose of the Corporate Sales Role is to drive business growth by actively engaging with corporate clients, understanding their risk profiles, and offering insurance solutions that align with their business objectives. The role involves establishing strong client relationships, meeting sales targets, and ensuring client satisfaction. Key Expectations of the Role Client Relationship Management : Build and maintain strong relationships with corporate clients by understanding their insurance needs and offering tailored solutions. Act as the main point of contact for clients, ensuring timely responses to inquiries and concerns. Sales Target Achievement : Set and achieve ambitious sales targets by identifying new business opportunities and upselling to existing corporate clients. Develop and implement effective sales strategies to drive revenue growth and meet business objectives. Market Analysis and Prospecting : Conduct market research to identify potential corporate clients and market trends relevant to the insurance industry. Prospect new clients, analyze their risk profiles, and create compelling insurance proposals tailored to their needs. Policy Presentation and Negotiation : Deliver persuasive presentations to clients, explaining insurance solutions and negotiating policy terms and conditions to secure deals. Collaborate with underwriters and insurers to negotiate favorable terms on behalf of clients. Documentation and Compliance : Ensure accurate and complete documentation of policies, contracts, and client information in compliance with company policies and regulatory requirements. Adhere to all legal and compliance standards while handling client transactions and business operations. Competencies Required for the Role Sales Acumen : Demonstrates strong sales skills, including prospecting, client engagement, negotiation, and closing deals. Understands the insurance market, products, and competitive landscape to effectively position our offerings. Communication and Influencing Skills : Possesses exceptional communication and interpersonal skills to effectively communicate with clients, influence decisions, and build rapport. Can articulate complex insurance concepts in a clear and understandable manner. Customer Focus : Puts the needs of clients at the forefront, demonstrating a client-centric approach to service and relationship management. Actively listens to clients to understand their requirements and concerns, providing suitable solutions. Strategic Thinking and Planning : Thinks strategically, identifying long-term business opportunities and formulating effective strategies to achieve sales goals. Develops action plans and executes them efficiently to meet and exceed targets. Interpersonal Skills : Strong interpersonal skills, including the ability to build relationships, negotiate effectively, and present confidently to corporate clients. Personal Qualifications Educational Background : A bachelor's degree in business, marketing, insurance, finance, or a related field is preferred. Experience : Prior experience in corporate sales, business development, or a similar role within the insurance industry is advantageous. Certifications : Relevant certifications in sales, business development, or insurance broking are beneficial. Technology Proficiency : Proficient in using CRM systems, Microsoft Office suite (Word, Excel, PowerPoint), and sales-related software. Experience 5 to 7 Years Show more Show less

Corporate Sales

Mumbai, Maharashtra, India

10 years

Not disclosed

On-site

Full Time

The purpose of the Corporate Sales Role is to drive business growth by actively engaging with corporate clients, understanding their risk profiles, and offering insurance solutions that align with their business objectives. The role involves establishing strong client relationships, meeting sales targets, and ensuring client satisfaction. Key Expectations of the Role Client Relationship Management : Build and maintain strong relationships with corporate clients by understanding their insurance needs and offering tailored solutions. Act as the main point of contact for clients, ensuring timely responses to inquiries and concerns. Sales Target Achievement : Set and achieve ambitious sales targets by identifying new business opportunities and upselling to existing corporate clients. Develop and implement effective sales strategies to drive revenue growth and meet business objectives. Market Analysis and Prospecting : Conduct market research to identify potential corporate clients and market trends relevant to the insurance industry. Prospect new clients, analyze their risk profiles, and create compelling insurance proposals tailored to their needs. Policy Presentation and Negotiation : Deliver persuasive presentations to clients, explaining insurance solutions and negotiating policy terms and conditions to secure deals. Collaborate with underwriters and insurers to negotiate favorable terms on behalf of clients. Documentation and Compliance : Ensure accurate and complete documentation of policies, contracts, and client information in compliance with company policies and regulatory requirements. Adhere to all legal and compliance standards while handling client transactions and business operations. Competencies Required for the Role Sales Acumen : Demonstrates strong sales skills, including prospecting, client engagement, negotiation, and closing deals. Understands the insurance market, products, and competitive landscape to effectively position our offerings. Communication and Influencing Skills : Possesses exceptional communication and interpersonal skills to effectively communicate with clients, influence decisions, and build rapport. Can articulate complex insurance concepts in a clear and understandable manner. Customer Focus : Puts the needs of clients at the forefront, demonstrating a client-centric approach to service and relationship management. Actively listens to clients to understand their requirements and concerns, providing suitable solutions. Strategic Thinking and Planning : Thinks strategically, identifying long-term business opportunities and formulating effective strategies to achieve sales goals. Develops action plans and executes them efficiently to meet and exceed targets. Interpersonal Skills : Strong interpersonal skills, including the ability to build relationships, negotiate effectively, and present confidently to corporate clients. Personal Qualifications Educational Background : A bachelor's degree in business, marketing, insurance, finance, or a related field is preferred. Experience : Prior experience in corporate sales, business development, or a similar role within the insurance industry is advantageous. Certifications : Relevant certifications in sales, business development, or insurance broking are beneficial. Technology Proficiency : Proficient in using CRM systems, Microsoft Office suite (Word, Excel, PowerPoint), and sales-related software. Experience 10+ Years Show more Show less

Corporate sales- Employee Benefit Practice

Chennai, Tamil Nadu, India

0 years

Not disclosed

On-site

Full Time

Role Purpose The purpose of the Corporate Sales- Employee Benefit Practice Role is to drive business growth in Employee benefit practice by actively engaging with corporate clients, understanding their risk profiles, and offering insurance solutions that align with their business objectives. The role involves establishing strong client relationships, meeting sales targets, and ensuring client satisfaction. Key Expectations of the Role Client Relationship Management : Build and maintain strong relationships with corporate clients by understanding their insurance needs and offering tailored solutions. Act as the main point of contact for clients, ensuring timely responses to inquiries and concerns. Sales Target Achievement : Set and achieve ambitious sales targets by identifying new business opportunities and upselling to existing corporate clients. Develop and implement effective sales strategies to drive revenue growth and meet business objectives. Market Analysis and Prospecting : Conduct market research to identify potential corporate clients and market trends relevant to the insurance industry. Prospect new clients, analyze their risk profiles, and create compelling insurance proposals tailored to their needs. Policy Presentation and Negotiation : Deliver persuasive presentations to clients, explaining insurance solutions and negotiating policy terms and conditions to secure deals. Collaborate with underwriters and insurers to negotiate favorable terms on behalf of clients. Documentation and Compliance : Ensure accurate and complete documentation of policies, contracts, and client information in compliance with company policies and regulatory requirements. Adhere to all legal and compliance standards while handling client transactions and business operations. Personal Qualifications Educational Background : A bachelor's degree in business, marketing, insurance, finance, or a related field is preferred. Experience : Prior experience in corporate sales for Employee Benefits practice, business development, or a similar role within the insurance industry is advantageous. Certifications : Relevant certifications in sales, business development, or insurance broking are beneficial. Technology Proficiency : Proficient in using CRM systems, Microsoft Office suite (Word, Excel, PowerPoint), and sales-related software. Show more Show less

Head of Information Technology

Mumbai Metropolitan Region

0 years

Not disclosed

On-site

Full Time

Function Purpose The IT function plays a critical role in managing and optimizing technology infrastructure, systems, and applications. This function aims to ensure seamless operations, data security, and effective utilization of technology to support business objectives and enhance organizational efficiency. Role Purpose The purpose of the IT Head role is to provide strategic leadership and direction to the IT function. The role involves overseeing all aspects of IT, including infrastructure, cybersecurity, software development, and digital transformation. The IT Head is responsible for aligning IT initiatives with business goals and ensuring a robust technology environment. Key Expectations of the Role IT Strategy and Planning : Develop and implement the IT strategy aligned with the organization's overall goals, ensuring it supports business growth and innovation. Lead in the planning and execution of IT projects, defining objectives, resource allocation, timelines, and success metrics. 2.Technology Infrastructure and Operations : Manage and optimize technology infrastructure, ensuring high availability, performance, and reliability of IT systems and networks. Oversee day-to-day IT operations, including troubleshooting, incident management, disaster recovery, and business continuity planning. Cybersecurity and Data Protection : Establish and enforce cybersecurity policies and practices to safeguard sensitive data and mitigate cybersecurity risks. Ensure compliance with relevant data protection regulations and industry standards, and conduct periodic security audits and assessments. 4.Software Development and Applications Management : Lead software development initiatives, ensuring the timely delivery of high-quality applications that meet business requirements. Implement best practices in application development, integration, and maintenance to enhance business processes and user experience. 5. IT Team Leadership and Development : Build and lead a high-performing IT team by recruiting, training, and developing IT professionals. Foster a culture of collaboration, innovation, and continuous learning within the IT team. Competencies Required for the Role Strategic Thinking and Leadership : Demonstrates strategic vision and the ability to translate business needs into effective IT strategies and initiatives. Exhibits strong leadership skills, providing direction and guidance to the IT team and aligning them with organizational objectives. 2.Technical Proficiency : Possesses a deep understanding of various IT domains, including infrastructure, cybersecurity, software development, and emerging technologies. Stays updated with the latest trends, advancements, and best practices in the IT industry. Problem-Solving and Decision-Making : Demonstrates strong analytical and problem-solving skills to identify and resolve complex IT challenges effectively. Makes well-informed and timely decisions, considering the potential impact on the organization. 4.Change Management and Adaptability : Successfully manages and drives change initiatives within the IT function and across the organization. Adapts to evolving technologies and business requirements, leading teams through organizational shifts and transformations. Personal Qualifications Educational Background : A bachelor's or master's degree in computer science, information technology, or a related field is required. Additional certifications or an MBA can be advantageous. Experience : Extensive experience in IT leadership roles, preferably within the insurance or financial services industry, demonstrating a strong track record of successful IT initiatives. Certifications : Relevant certifications such as CISSP, CISM, ITIL, PMP, or equivalent are highly desirable. Communication Skills : Excellent written and verbal communication skills, including the ability to effectively convey complex technical information to non-technical stakeholders. Team Management Skills : Proven ability to manage and lead cross-functional teams, fostering collaboration, motivation, and productivity. Show more Show less

Legal Manager

Mumbai, Maharashtra, India

4 years

Not disclosed

On-site

Full Time

Job Summary: We are looking for a dynamic and detail-oriented professional with a legal background and strong understanding of insurance laws to manage Group Personal Accident (GPA) insurance claims. The candidate will handle grievance redressal, legal escalations, ombudsman complaints, and high-severity claims. The role requires excellent problem-solving skills, legal acumen, and a thorough understanding of grievance mechanisms within the insurance domain. Key Responsibilities: End-to-end handling of GPA claim grievances, legal matters, and escalated claim cases. Manage & support Insurance Ombudsman cases to Insurance Company. Analyse claim documents to ensure policy coverage, legal compliance, and risk exposure. Coordinate with insurers, clients, and internal stakeholders to ensure timely claim resolution. Draft legal replies, settlement proposals, and case summaries. Review and monitor complaints received through IRDAI/Grievance Portals, client escalations, and legal notices. Maintain proper documentation for legal and audit purposes. Support in data analysis, reporting trends, and recommending process improvements. Ensure all actions are in compliance with IRDAI regulations, insurance laws, and internal SOPs. Required Qualifications & Skills: Education: LLB / LLM with specialization in Insurance Law (preferred). Experience: 2–4 years of hands-on experience in GPA or Health Claims grievance management. Strong understanding of insurance laws, policy wordings, and regulatory frameworks. Familiarity with Insurance Ombudsman process, consumer court procedures, and alternate dispute resolution. Excellent written and verbal communication skills. Proficient in MS Office and insurance claims portals. Ability to work under pressure with attention to timelines and detail. Preferred Attributes: Experience working with brokers, insurers, or TPAs. Exposure to Defence / Corporate GPA policies. Analytical thinker with negotiation and drafting skills. Show more Show less

Head of Compliance/ VP - Compliance

Mumbai, Maharashtra, India

0 years

Not disclosed

On-site

Full Time

Function Purpose The Compliance Function in our insurance broking company is responsible for ensuring adherence to regulatory requirements, industry standards, and internal policies and procedures. This function aims to mitigate risks, maintain legal and ethical compliance, and uphold the reputation and integrity of the organization. Role Purpose The purpose of the Compliance Role is to monitor and enforce compliance with all applicable laws, regulations, and internal policies governing our insurance brokerage operations. The role involves assessing, communicating, and ensuring compliance across various functions within the organization. Key Expectations of the Role Policy and Process Compliance : Regularly review and update internal policies and procedures to align with regulatory changes and industry standards. Monitor and enforce compliance with established policies and processes across all departments. Regulatory Adherence and Reporting : Stay informed about relevant laws, regulations, and guidelines applicable to the insurance industry and the organization's operations. Prepare and submit necessary compliance reports to regulatory bodies in a timely and accurate manner. Training and Awareness : Conduct compliance training programs and workshops for employees to enhance awareness of compliance requirements and standards. Ensure that all employees understand their roles and responsibilities in maintaining compliance. Risk Assessment and Mitigation : Assess potential compliance risks and vulnerabilities within the organization. Develop and implement strategies to mitigate compliance risks effectively. Internal Investigations and Monitoring : Conduct internal investigations in response to suspected violations of policies or regulations. Monitor compliance through regular audits and evaluations to identify areas for improvement and ensure adherence. BAF return and IRDAI filing. Competencies Required for the Role Legal and Regulatory Knowledge : Possesses a strong understanding of relevant laws, regulations, and industry guidelines governing the insurance brokerage sector. Keeps up-to-date with evolving regulatory frameworks and their implications for the organization. Attention to Detail and Accuracy : Demonstrates meticulous attention to detail in reviewing policies, procedures, and compliance-related documents to ensure accuracy and completeness. Upholds a high standard of accuracy in compliance reporting and documentation. Communication and Training Skills : Exhibits effective communication skills to convey compliance information clearly and concisely to employees at all levels of the organization. Delivers engaging training sessions to facilitate understanding and adherence to compliance requirements. Analytical and Problem-Solving Skills : Utilizes analytical skills to assess compliance risks and develop strategies for risk mitigation and process improvements. Demonstrates effective problem-solving abilities when addressing compliance-related challenges. Interpersonal Skills : Strong interpersonal skills, including the ability to collaborate with teams, influence stakeholders, and communicate compliance requirements effectively. Personal Qualifications Educational Background : A bachelor's degree in law, business, compliance, or a related field is preferred. Experience : Prior experience in compliance, legal, regulatory affairs, or related roles within the insurance industry is advantageous. Certifications : Relevant certifications in compliance management or regulatory affairs are beneficial. Technology Proficiency : Proficient in using compliance management systems, regulatory databases, and Microsoft Office suite (Word, Excel, Outlook, etc.). Show more Show less

Manager- Servicing & Operations

Chennai, Tamil Nadu, India

0 years

Not disclosed

On-site

Full Time

Role Purpose The purpose of the Servicing Role is to act as a primary point of contact for clients, assisting them with their insurance-related needs, inquiries, and concerns. The role is pivotal in ensuring that clients have a positive experience, receive timely and accurate information, and have their insurance requirements met effectively. Key Expectations of the Role 1. Client Relationship Management:  Build and maintain strong relationships with clients through regular communication and follow-ups.  Understand clients' insurance needs and provide appropriate solutions or assistance. 2. Policy Management and Processing:  Handle policy issuance, renewals, endorsements, and cancellations in compliance with organizational and industry guidelines.  Ensure accuracy and completeness of policy documentation and related processes. 3. Client Queries and Issue Resolution:  Address client inquiries, concerns, and complaints promptly and professionally.  Collaborate with internal teams to resolve issues and provide satisfactory solutions to clients. 4. Cross-Selling and Upselling:  Identify opportunities to cross-sell or upsell additional insurance products to existing clients.  Provide clients with information about additional coverage options that may benefit them. 5. Compliance and Documentation:  Ensure compliance with all regulatory and legal requirements in insurance servicing activities.  Maintain accurate and up-to-date client records and documentation in accordance with company policies. Competencies Required for the Role Customer Focus:  Demonstrates a strong commitment to meeting customer needs and exceeding customer expectations.  Shows empathy and actively listens to clients to understand their requirements. 2. Communication Skills:  Communicates clearly and effectively, both verbally and in writing, to convey complex information in a simple and understandable manner.  Demonstrates active listening and understands the nuances of effective client communication. Problem-Solving and Decision-Making:  Identifies issues, analyzes problems, and proposes effective solutions in a timely and efficient manner.  Makes informed decisions considering relevant factors and potential impact on clients and the organization. Team Collaboration:  Collaborates and works effectively with team members, sharing information and ideas to achieve common goals.  Demonstrates a willingness to support team members and contribute to team success. Interpersonal Skills: Strong interpersonal skills, including the ability to build rapport and maintain positive relationships with clients. Show more Show less

Assistant Manager - Servicing

Mumbai, Maharashtra, India

0 years

Not disclosed

On-site

Full Time

The purpose of the Servicing Role is to act as a primary point of contact for clients, assisting them with their insurance-related needs, inquiries, and concerns. The role is pivotal in ensuring that clients have a positive experience, receive timely and accurate information, and have their insurance requirements met effectively. Key Expectations of the Role Client Relationship Management : Build and maintain strong relationships with clients through regular communication and follow-ups. Understand clients' insurance needs and provide appropriate solutions or assistance. Policy Management and Processing: Handle policy issuance, renewals, endorsements, and cancellations in compliance with organizational and industry guidelines. Ensure accuracy and completeness of policy documentation and related processes. Client Queries and Issue Resolution: Address client inquiries, concerns, and complaints promptly and professionally. Collaborate with internal teams to resolve issues and provide satisfactory solutions to clients. Cross-Selling and Upselling: Identify opportunities to cross-sell or upsell additional insurance products to existing clients. Provide clients with information about additional coverage options that may benefit them. Compliance and Documentation: Ensure compliance with all regulatory and legal requirements in insurance servicing activities. Maintain accurate and up-to-date client records and documentation in accordance with company policies. Competencies Required for the Role Customer Focus : Demonstrates a strong commitment to meeting customer needs and exceeding customer expectations. Shows empathy and actively listens to clients to understand their requirements. Communication Skills: Communicates clearly and effectively, both verbally and in writing, to convey complex information in a simple and understandable manner. Demonstrates active listening and understands the nuances of effective client communication. Problem-Solving and Decision-Making: Identifies issues, analyzes problems, and proposes effective solutions in a timely and efficient manner. Makes informed decisions considering relevant factors and potential impact on clients and the organization. Team Collaboration: Collaborates and works effectively with team members, sharing information and ideas to achieve common goals. Demonstrates a willingness to support team members and contribute to team success. Interpersonal Skills : Strong interpersonal skills, including the ability to build rapport and maintain positive relationships with clients. Personal Qualifications Educational Background : A bachelor's degree in business administration, insurance, finance, or a related field is preferred. Experience : Prior experience in insurance servicing or customer support within the insurance industry is advantageous. Certifications : Relevant certifications in insurance services or customer relationship management are beneficial. Technology Proficiency : Proficient in using insurance management software and Microsoft Office suite (Word, Excel, Outlook, etc.). Show more Show less

Executive Assistant

Mumbai, Maharashtra, India

3 - 6 years

None Not disclosed

On-site

Full Time

Executive Assistant Function Purpose The Executive Assistant function in our insurance broking company plays a crucial role in providing comprehensive administrative and operational support to the Director. This function ensures effective coordination, communication, and assistance to enhance the productivity and efficiency of top management. Role Purpose The purpose of the Executive Assistant role is to serve as a key liaison between the Director, CEO, and various internal and external stakeholders. The role involves managing schedules, organizing meetings, handling confidential information, and facilitating seamless communication to enable optimal decision-making and execution of strategic initiatives. Key Expectations of the Role 1.Calendar and Schedule Management : Efficiently manage and coordinate the Director's calendars, schedules, and appointments. Prioritize and arrange meetings, ensuring optimal time management and alignment with strategic objectives. 2.Communication and Correspondence : Facilitate effective communication between the Director and internal/external stakeholders by managing emails, letters, and phone calls. Draft and proofread correspondence on behalf of the Director, ensuring accuracy and professionalism. 3.Meeting Coordination and Documentation : Organize, coordinate, and document meetings, ensuring all necessary materials and documents are prepared and distributed in advance. Record minutes of meetings and follow up on action items to support efficient decision-making and project execution. 4.Confidential Information Management : Maintain strict confidentiality in handling sensitive information related to the Director and organizational matters. Safeguard and manage confidential documents and data in a secure and organized manner. 5.Travel and Itinerary Management : Arrange travel logistics, including flights, accommodations, and transportation, for the Director. Create detailed travel itineraries and ensure smooth travel experiences. 6.Financial Analysis & Reporting 7.Industry & Insurance Product Analysis 8.Executive Assistance & Strategic Planning 9.Compliance & Risk Management 10.Budgeting & Forecasting 11. 70 Percent of the work will be of Executive Assistant & 30 Percent of the work will be Business related of Product Analysis & Strategic Planning. Competencies Required for the Role 1.Organizational Skills : Possesses strong organizational abilities to efficiently manage multiple tasks, deadlines, and priorities. Demonstrates attention to detail in coordinating complex schedules and activities. 2.Communication and Interpersonal Skills : Exhibits excellent written and verbal communication skills to effectively interact with diverse stakeholders. Demonstrates a high level of professionalism, tact, and diplomacy in all interactions. 3.Time Management and Prioritization : Efficiently manages time and priorities, ensuring the Director's schedules are optimized for productivity and effectiveness. Demonstrates the ability to handle urgent matters and adapt to changing priorities. 4.Adaptability and Flexibility : Adapts quickly to changes in priorities, schedules, and organizational needs. Remains flexible and open to adjusting plans as required in a fast-paced work environment. 5.Interpersonal Skills : Strong interpersonal skills, including the ability to work collaboratively, build relationships, and effectively represent the Director. Personal Qualifications Educational Background : MBA Degree or CA Degree is must. Experience : Prior experience in executive assistant roles or administrative positions supporting senior management is advantageous. Confidentiality and Ethics : Upholds high standards of confidentiality, ethics, and integrity in handling sensitive information and interactions. Technology Proficiency : Proficient in using office productivity software (Microsoft Office, Google Workspace) and calendar management tools. Experience 3-6 Years

Operations Manager

Mumbai, Maharashtra, India

3 years

None Not disclosed

On-site

Full Time

Job Title: Chartered Accountant (CA) – Insurance Operations Manager & Sr. Manager Department: Group Insurance Servicing Location: Mumbai Reporting To: Operations/Claims Head Job Summary: We are seeking a dynamic and detail-oriented Chartered Accountant (CA) to support the operational and analytical functions related to the Group Personal Accident (GPA) and Group Mediclaim (GMC) insurance policies. The selected candidate will play a critical role in data analysis, preparation of key reports, and delivering actionable insights to support decision-making and policy servicing for large institutional clients. Key Responsibilities: Data Management & Analysis: Collate, validate, and analyse large datasets related to enrolment, premiums, claims, and endorsements. Perform trend analysis, variance analysis, and Premium Calculation for GPA and GMC policies. Reporting: Prepare detailed periodic reports (monthly/quarterly/annual) on claims performance, utilization patterns, and financial summaries. Support renewal documentation and reporting by providing historical data comparisons and financial forecasts. Financial summaries and premium comparisons Presentation & Insights: Develop and present dashboards, PowerPoint presentations, and executive summaries for internal reviews and client discussions. Transform complex data into visual formats and business insights for better understanding and decision-making. Liaison & Coordination: Coordinate with internal teams, insurance companies, TPAs, and bank officials for data-related requirements and clarifications. Support the claims servicing and underwriting teams with analytical inputs. Audit & Compliance: Ensure accurate financial reporting and adherence to internal audit norms and regulatory standards. Maintain proper documentation and audit trails for all analysis and reporting activities. Key Skills & Competencies: Strong proficiency in MS Excel (advanced), PowerPoint, and data visualization tools (e.g., Power BI– preferred) Robust analytical and numerical abilities Knowledge of insurance domain – preferably GPA & GMC – will be an advantage Ability to handle and interpret large datasets Strong communication and presentation skills High attention to detail and deadline orientation Qualifications & Experience: Qualified Chartered Accountant (CA) – Mandatory 1–3 years of relevant experience in data analysis/reporting roles Experience in insurance or healthcare domain preferred

Medical Officer

Mumbai, Maharashtra, India

5 years

None Not disclosed

On-site

Full Time

Job Title: Medical Officer – Insurance Claims (GPA & GMC Policies) Department: Corporate Claims & Medical Review Location: Mumbai Reporting To: Operations/Claims Head Job Overview: We are looking for a qualified and experienced medical professional to join our insurance operations team to manage and review Group Personal Accident (GPA) and Group Mediclaim (GMC) claims. The role will involve end-to-end medical scrutiny of claims, resolving medical disputes, addressing client grievances, and providing expert support in claim-related discussions with insurers and clients. Key Responsibilities: 1. Medical Scrutiny of Insurance Claims Review and scrutinize GPA and GMC claims from a medical perspective to ensure accuracy, appropriateness, and adherence to policy terms. 2. Handling Disputed / Complex Claims Assess and provide opinions on medically disputed claims, especially in cases of: Accidental disability Death due to medical or accidental causes Initial Reviewing the Claims Rejected by the Insurance Company. Liaise with insurance company doctors and TPAs to resolve disputes based on clinical merit. 3. Medical Grievance Management Address and resolve customer grievances with medical aspects or claim rejections. Provide clarifications and justifications in coordination with clients and TPAs to ensure timely resolution. 4. Stakeholder Coordination Liaise with corporate clients, insurance company medical teams, TPAs, and legal teams (if needed) for clarity or resolution on medical matters. Participate in claim review meetings and offer medical insights to support settlement decisions. 5. Documentation & Compliance Maintain detailed and confidential medical case notes for claims handled. Ensure all recommendations, approvals, and medical assessments are properly documented and aligned with internal policies and industry regulations. Required Skills: Strong clinical evaluation and documentation review skills Good understanding of insurance terms and claims processes (especially GPA & GMC) Ability to assess disability and accidental claims from a medico-legal standpoint Excellent communication and interpersonal skills for client and insurer coordination Problem-solving mindset with attention to medical and procedural details Qualifications: MBBS/BAMS/BHMS; Additional qualifications in insurance or healthcare administration will be an added advantage 3–5 years of experience in medical claims review in the insurance or TPA industry Familiarity with claim adjudication processes in Group Health and Personal Accident Insurance preferred

Assistant Manager - Claims

Hyderabad, Telangana, India

0 years

None Not disclosed

On-site

Full Time

Role Purpose The purpose of the Claims Role is to effectively manage the claims process for clients, ensuring a smooth and fair settlement of claims. The role involves reviewing and validating claims, liaising with insurers, advocating for clients' interests, and guiding them through the claims process to achieve a satisfactory outcome. Key Expectations of the Role Claims Processing and Documentation : Accurately review and process claims in adherence to established protocols and guidelines. Ensure all necessary documentation is collected and maintained for each claim, including client statements, accident reports, and relevant records. Client Advocacy and Communication : Act as the main point of contact for clients during the claims process, providing timely updates and information. Advocate for clients' interests and rights, ensuring a fair and just settlement of claims. Settlement or Compromised Settlement : Engage in substantiating the claim to the insurers to secure optimal claim settlements for clients. Ensure that settlements are fair and appropriate, considering policy terms, legal requirements, and clients' expectations. Conflict Resolution and Customer Service : Address client concerns, disputes, and inquiries related to claims in a professional and timely manner. Facilitate conflict resolution and maintain positive client relationships throughout the claims process. Competencies Required for the Role Insurance Knowledge : Possesses a strong understanding of insurance policies, coverages, and claims processing. Familiarity with insurance regulations, industry standards, and claims-related legal aspects. Communication and Interpersonal Skills : Demonstrates clear and effective communication, both written and verbal, to convey complex information to clients and internal stakeholders. Exhibits strong interpersonal skills to manage client interactions with empathy and professionalism. Analytical Thinking and Problem-Solving : Utilizes analytical skills to assess claim details, policy information, and relevant documents to make informed decisions. Identifies potential challenges and develops effective solutions to ensure smooth claims processing. Negotiation and Persuasion : Demonstrates effective negotiation skills to achieve optimal claim settlements for clients. Persuasively presents clients' cases and arguments to insurers, supporting claims in the best interest of clients. Interpersonal Skills : Strong interpersonal skills, including the ability to empathize with clients, manage client expectations, and effectively communicate during the claims process. Personal Qualifications Educational Background : A bachelor's degree in business, insurance, finance, or a related field is preferred. Experience : Prior experience in claims processing, claims handling, or related roles within the insurance industry is advantageous. Certifications : Relevant certifications in claims management or insurance claims are beneficial. Technology Proficiency : Proficient in using claims management systems, CRM software, and Microsoft Office suite (Word, Excel, Outlook, etc.).

Corporate sales- Employee Benefit Practice

Delhi, India

0 years

None Not disclosed

On-site

Full Time

Role Purpose The purpose of the Corporate Sales- Employee Benefit Practice Role is to drive business growth in Employee benefit practice by actively engaging with corporate clients, understanding their risk profiles, and offering insurance solutions that align with their business objectives. The role involves establishing strong client relationships, meeting sales targets, and ensuring client satisfaction. Key Expectations of the Role Client Relationship Management : Build and maintain strong relationships with corporate clients by understanding their insurance needs and offering tailored solutions. Act as the main point of contact for clients, ensuring timely responses to inquiries and concerns. Sales Target Achievement : Set and achieve ambitious sales targets by identifying new business opportunities and upselling to existing corporate clients. Develop and implement effective sales strategies to drive revenue growth and meet business objectives. Market Analysis and Prospecting : Conduct market research to identify potential corporate clients and market trends relevant to the insurance industry. Prospect new clients, analyze their risk profiles, and create compelling insurance proposals tailored to their needs. Policy Presentation and Negotiation : Deliver persuasive presentations to clients, explaining insurance solutions and negotiating policy terms and conditions to secure deals. Collaborate with underwriters and insurers to negotiate favorable terms on behalf of clients. Documentation and Compliance : Ensure accurate and complete documentation of policies, contracts, and client information in compliance with company policies and regulatory requirements. Adhere to all legal and compliance standards while handling client transactions and business operations. Personal Qualifications Educational Background : A bachelor's degree in business, marketing, insurance, finance, or a related field is preferred. Experience : Prior experience in corporate sales for Employee Benefits practice, business development, or a similar role within the insurance industry is advantageous. Certifications : Relevant certifications in sales, business development, or insurance broking are beneficial. Technology Proficiency : Proficient in using CRM systems, Microsoft Office suite (Word, Excel, PowerPoint), and sales-related software.

Graphic Designer

Mumbai Metropolitan Region

0 years

None Not disclosed

On-site

Full Time

Job Description: We are seeking a creative and detail-oriented Graphic Designer / Visualizer to join our team. The ideal candidate will be responsible for conceptualizing and designing a wide range of creative assets across digital and print platforms. Key Responsibilities: Create visually appealing graphics and layouts for product illustrations, emailers, web banners, leaflets, standees, app screens, and website mockup pages using Adobe Photoshop, Illustrator, and Corel Draw . Design social media artworks , including festive, conceptual, and template-based creatives. Develop flyers, brochures, and booklets for printing purposes, ensuring high-quality output. Design PowerPoint presentations (Advanced PPT skills) while ensuring editability and brand consistency. Work closely with business verticals to understand requirements and develop visuals that align with the given brief. Possess basic animation skills for creating engaging motion graphics. Design artworks for external events , including physical booth design and branding materials. Requirements: Proficiency in Adobe Photoshop, Adobe Illustrator, Corel Draw, and PowerPoint (Advanced level) . Strong understanding of visual hierarchy, typography, and branding guidelines . Experience in both digital and print design . Basic animation skills (e.g., GIFs, simple motion graphics) are a plus. Ability to manage multiple projects, meet deadlines, and maintain quality standards. Creative thinking and problem-solving skills with a keen eye for detail.

Placement Specialist

Mumbai Metropolitan Region

0 years

None Not disclosed

On-site

Full Time

Placement Function Purpose The Placement Function in our insurance broking company is responsible for ensuring optimal placement of insurance policies for our clients. This function involves liaising with insurance underwriters, analyzing risk profiles, negotiating terms, and securing the most appropriate insurance coverage at competitive rates for our clients. Role Purpose The purpose of the Placement Role is to effectively manage the placement process for insurance policies. The role involves analyzing clients' insurance needs, identifying suitable insurance products, negotiating terms with insurers, and facilitating the policy placement to provide the best insurance solutions to clients. Key Expectations of the Role Insurance Product Analysis and Selection : Assess clients' risk profiles and insurance needs to determine the appropriate insurance products. Analyze various insurance products available in the market and recommend the most suitable ones for clients. Negotiation and Terms Agreement : Negotiate policy terms, coverage, and premiums with insurance underwriters to ensure optimal terms for clients. Collaborate with insurers to negotiate policy conditions that meet clients' requirements while adhering to compliance and regulations. Policy Placement and Issuance : Facilitate the smooth placement and issuance of insurance policies for clients. Coordinate with internal departments to ensure accurate policy issuance and timely delivery to clients. Client Engagement and Education : Engage with clients to provide updates on policy placements and ensure they understand the terms and conditions of their insurance coverage. Educate clients on policy features, benefits, and coverage details. Market Research and Trends Monitoring : Stay updated on market trends, insurance products, and industry developments to offer informed recommendations to clients. Conduct market research to identify emerging insurance products and assess their suitability for clients. Competencies Required for the Role Insurance Industry Knowledge : Possesses a strong understanding of insurance products, policies, underwriting, and industry practices. Stays informed about insurance market dynamics, regulations, and emerging trends. Negotiation Skills : Demonstrates effective negotiation skills to secure favorable terms and conditions for clients during policy placement. Balances the interests of clients and insurers to achieve mutually beneficial agreements. Analytical Thinking : Utilizes analytical skills to assess insurance products, evaluate risk profiles, and make informed decisions regarding policy placements. Can interpret complex data and information to draw meaningful insights. Client Relationship Management : Builds and maintains strong relationships with clients, understanding their needs and delivering exceptional service. Listens to clients, provides appropriate advice, and addresses inquiries effectively. Interpersonal Skills : Strong interpersonal skills, including the ability to negotiate, communicate effectively, and collaborate with clients and insurance underwriters. Personal Qualifications Educational Background : A bachelor's degree in business, insurance, finance, or a related field is preferred. Experience : Prior experience in insurance placement, underwriting, or related roles within the insurance industry is advantageous. Certifications : Relevant certifications in insurance broking or risk management are beneficial. Technology Proficiency : Proficient in using insurance management software and Microsoft Office suite (Word, Excel, Outlook, etc.).

Sales Manager

Mumbai, Maharashtra, India

0 years

None Not disclosed

On-site

Full Time

Company Description Anand Rathi Insurance Brokers Ltd. (ARIBL) is a part of Anand Rathi Group, specializing in insurance, risk consultancy, and employee benefits policies. Headquartered in Mumbai, with pan india presence, ARIBL is dedicated to delivering tailored end-to-end solutions for corporate clients. The company emphasizes independent thinking and results-driven performance, supported by a robust IT platform for service excellence. ARIBL is committed to high standards of client advocacy and specialist knowledge. Role Description This is a full-time on-site role located in Mumbai for a Sales AVP, Sr. Manager, Manager,. The officer will be responsible for developing and executing sales strategies, managing and expanding client relationships, and achieving sales targets. Day-to-day tasks include identifying new business opportunities, conducting market research, and providing tailored insurance solutions. Additionally, the role involves collaborating with internal teams to ensure client satisfaction and staying updated with industry trends. Qualifications Strong skills in Sales Strategy Development and Client Relationship Management Experience in Business Development and Market Research Ability to identify new business opportunities and provide tailored insurance solutions Excellent communication, negotiation, and presentation skills Proven track record of meeting or exceeding sales targets Ability to work independently and collaboratively within a team Experience in the insurance industry is highly desirable Bachelor's degree in Business, Marketing, Finance, Engineer or a related field

Assistant/Deputy Manager - Claims - Motor

Bangalore Urban, Karnataka, India

0 years

None Not disclosed

On-site

Full Time

Role Purpose The purpose of the Claims Motor Role is to effectively manage the claims process for clients, ensuring a smooth and fair settlement of claims. The role involves reviewing and validating claims, liaising with insurers, advocating for clients' interests, and guiding them through the claims process to achieve a satisfactory outcome. Key Expectations of the Role Claims Processing and Documentation : Accurately review and process claims in adherence to established protocols and guidelines. Ensure all necessary documentation is collected and maintained for each claim, including client statements, accident reports, and relevant records. Client Advocacy and Communication : Act as the main point of contact for clients during the claims process, providing timely updates and information. Advocate for clients' interests and rights, ensuring a fair and just settlement of claims. Settlement or Compromised Settlement : Engage in substantiating the claim to the insurers to secure optimal claim settlements for clients. Ensure that settlements are fair and appropriate, considering policy terms, legal requirements, and clients' expectations. Conflict Resolution and Customer Service : Address client concerns, disputes, and inquiries related to claims in a professional and timely manner. Facilitate conflict resolution and maintain positive client relationships throughout the claims process. Competencies Required for the Role Insurance Knowledge : Possesses a strong understanding of insurance policies, coverages, and claims processing. Familiarity with insurance regulations, industry standards, and claims-related legal aspects. Communication and Interpersonal Skills : Demonstrates clear and effective communication, both written and verbal, to convey complex information to clients and internal stakeholders. Exhibits strong interpersonal skills to manage client interactions with empathy and professionalism. Analytical Thinking and Problem-Solving : Utilizes analytical skills to assess claim details, policy information, and relevant documents to make informed decisions. Identifies potential challenges and develops effective solutions to ensure smooth claims processing. Negotiation and Persuasion : Demonstrates effective negotiation skills to achieve optimal claim settlements for clients. Persuasively presents clients' cases and arguments to insurers, supporting claims in the best interest of clients. Interpersonal Skills : Strong interpersonal skills, including the ability to empathize with clients, manage client expectations, and effectively communicate during the claims process. Personal Qualifications Educational Background : A bachelor's degree in business, insurance, finance, or a related field is preferred. Experience : Prior experience in claims processing, motor claims handling, or related roles within the insurance industry is advantageous. Certifications : Relevant certifications in claims management or insurance claims are beneficial. Technology Proficiency : Proficient in using claims management systems, CRM software, and Microsoft Office suite (Word, Excel, Outlook, etc.).

Medical Officer

maharashtra

4 - 8 years

INR Not disclosed

On-site

Full Time

You are a qualified and experienced medical professional sought to join the insurance operations team to handle and review Group Personal Accident (GPA) and Group Mediclaim (GMC) claims. Your responsibilities include ensuring the accuracy and appropriateness of claims, resolving medical disputes, addressing client grievances, and providing expert support in claim-related discussions with insurers and clients. Your key responsibilities will involve scrutinizing GPA and GMC claims from a medical perspective, handling disputed or complex claims such as accidental disability or death due to medical or accidental causes, and liaising with insurance company doctors and TPAs to resolve disputes based on clinical merit. Furthermore, you will be responsible for managing medical grievances, addressing customer concerns with medical aspects or claim rejections, and coordinating with corporate clients, insurance company medical teams, TPAs, and legal teams when necessary to ensure clarity and resolution on medical matters. Maintaining detailed and confidential medical case notes for claims handled, documenting recommendations, approvals, and medical assessments, and ensuring alignment with internal policies and industry regulations will also be part of your duties. To excel in this role, you should possess strong clinical evaluation and documentation review skills, a good understanding of insurance terms and claims processes, the ability to assess disability and accidental claims from a medico-legal standpoint, excellent communication and interpersonal skills, and a problem-solving mindset with attention to medical and procedural details. Your qualifications should include an MBBS/BAMS/BHMS degree, with additional qualifications in insurance or healthcare administration being advantageous. You should have at least 3-5 years of experience in medical claims review in the insurance or TPA industry, along with familiarity with claim adjudication processes in Group Health and Personal Accident Insurance.,

Corporate Sales- AVP

karnataka

5 - 9 years

INR Not disclosed

On-site

Full Time

The Corporate Sales Role is focused on driving business growth by engaging with corporate clients, understanding their risk profiles, and providing insurance solutions that align with their business objectives. Establishing strong client relationships, meeting sales targets, and ensuring client satisfaction are key responsibilities of this role. Client Relationship Management is vital, involving building and maintaining strong relationships with corporate clients, understanding their insurance needs, and offering tailored solutions. Acting as the main point of contact, timely responses to inquiries and concerns are ensured. Sales Target Achievement is a priority, with setting and achieving ambitious sales targets through identifying new business opportunities and upselling to existing clients. Effective sales strategies are developed and implemented to drive revenue growth and meet business objectives. Market Analysis and Prospecting are essential, requiring conducting market research to identify potential clients and relevant industry trends. Prospecting new clients, analyzing their risk profiles, and creating tailored insurance proposals are key activities. Policy Presentation and Negotiation skills are crucial, involving delivering persuasive presentations, explaining insurance solutions, and negotiating policy terms to secure deals. Collaboration with underwriters and insurers is necessary to negotiate favorable terms for clients. Documentation and Compliance are important aspects, ensuring accurate and complete documentation of policies, contracts, and client information in compliance with company policies and regulatory requirements. Adherence to legal and compliance standards in all client transactions and business operations is required. Competencies required for success in this role include Sales Acumen, Communication and Influencing Skills, Customer Focus, Strategic Thinking and Planning, and Interpersonal Skills. Strong sales skills, effective communication, customer-centric approach, strategic thinking, and strong interpersonal skills are key competencies for this role.,

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