· The candidate will be responsible for managing sales and relationships with clients, selling life and SME insurance products for the company. · The candidate will provide excellent customer service and ensure that clients have the necessary information to make informed decisions regarding life and SME insurance products. · Establish and maintain relationships with clients, both new and existing. This involves understanding client needs, offering advice, and providing solutions. · Sell life and SME insurance policies to clients, based on their specific needs and preferences. · Ensure that clients are satisfied with their life and SME insurance policies and the services they receive. This involves responding promptly to client queries and complaints and providing timely updates. · Maintain accurate records of client interactions, sales, and other activities. This includes updating client information and ensuring that all records are up-to-date. · Keep abreast of industry developments, including new products, regulations, and trends. · Collaborate with other team members, to ensure that clients receive a seamless service. · Ability to work independently and collaboratively to create Cross-sell and Upsell opportunities.
Key Requirements: Maintain accurate records of financial transactions in compliance with accounting principles. Handle day-to-day accounting operations, including journal entries, bank reconciliations, and ledger maintenance. Prepare and finalize monthly/quarterly financial statements and MIS reports. Monitor accounts receivable/payable and coordinate with relevant teams for timely settlements. Assist in preparing GST returns, TDS filings, and other statutory compliances. Collaborate with auditors during audits and provide necessary documentation and explanations. Track brokerage income, commissions, and reconciliation with insurance company statements. Analyse financial data using Excel (VLOOKUP, pivot tables, formulas, etc.) for reporting and forecasting. Maintain internal controls and ensure compliance with company policies and regulatory requirements. Bachelor’s degree in Accounting, Commerce, or related field. 2–5 years of relevant accounting experience, preferably in insurance, finance, or broking industry. Detail-oriented with excellent organizational and time management skills. Ability to work independently and in a team environment. Preferred Qualifications: Prior experience in an insurance broking firm is highly desirable. Knowledge of IRDAI reporting or brokerage reconciliation is a strong plus. Intermediate to advanced Excel certification is an advantage.
Role Overview The Manager – Renewal Management & Customer Coordination will be responsible for ensuring timely and accurate policy renewals, strengthening client relationships, and driving customer satisfaction. The role requires a blend of operational excellence, proactive communication, and strategic client management to retain and grow the company’s business portfolio. Key Responsibilities ● Oversee timely and accurate policy renewals to ensure 100% retention. ● Coordinate with clients for queries, updates, and renewal confirmations. ● Liaise with insurers to negotiate terms and secure best offers. ● Maintain renewal tracker/MIS to avoid lapses. ● Conduct periodic client review meetings to strengthen relationships. ● Lead and guide the team for smooth client servicing and process compliance ● To Publish Regular Dashboards ● To generate opportunities for Cross-Sell and Up-Sell. Key Skills & Competencies ● Strong knowledge of insurance products, renewal processes, and compliance requirements. ● Excellent communication, negotiation, and interpersonal skills. ● Ability to handle multiple clients and deadlines with attention to detail. ● Proficiency in MS Office (Excel, Word, PowerPoint) and CRM tools. Problem-solving mindset with a customer-first approach.
Roles & Responsibilities - 1. Maintain accurate records of financial transactions in compliance with accounting principles. 2. Handle day-to-day accounting operations, including journal entries, bank reconciliations, and ledger maintenance. 3. Prepare and finalize monthly/quarterly financial statements and MIS reports. 4. Monitor accounts receivable/payable and coordinate with relevant teams for timely settlements. 5. Assist in preparing GST returns, TDS filings, and other statutory compliances. 6. Collaborate with auditors during audits and provide necessary documentation and explanations. 7. Track brokerage income, commissions, and reconciliation with insurance company statements. 8. Analyses financial data using Excel (VLOOKUP, pivot tables, formulas, etc.) for reporting and forecasting. 9. Maintain internal controls and ensure compliance with company policies and regulatory requirements.