Disha Investment & Insurance Brokers offer a wide range of financial services including insurance brokerage, investment advice, and risk management solutions for individuals and businesses.
Bengaluru
INR 4.0 - 6.0 Lacs P.A.
Work from Office
Full Time
Claims Executive- EB website Link: www.dishainsurance.com Job Summary: We are seeking a qualified Claims executive to help our clients in claims and any other query solution through their own skills. Our ideal Claims executive has to have in-depth knowledge of and experience with the Claim process, Policy terms and conditions, relationship building and MIS management. We are seeking a quick learner with strong communication skills, and someone with a track record of success who can inspire the same in others Roles & Responsibilities: One stop solution for all client queries and requirements Represent our company, with a comprehensive understanding of our services in the area of claim process and policy terms and conditions. Providing the timely help to clients in claim settlements in both cashless and reimbursements claims. Co-ordinating with Insurance Company in updating endorsements, CD Balance and claims reports. Co-ordinating with TPA in claim settlements, in solving the issues due to any calculation error and any data error with the MIS reports. Co-ordinating with clients, HR Head and Finance Head in resolving any issues. Maintaining MIS reports. Co-ordinating with the Retention team. Visiting clients to understand if they have any concerns and help them in fixing the issues. Visiting the TPA and Insurance Company to maintain good relationship with the customer relation team. Desired Profile/ Who should join: Should have 3 to 6 years of experience in a general insurance company/ insurance broker / surveyor Proficient in Microsoft Excel and MS office Fair knowledge about the Insurance processes Good communication skills Problem solving attitude Flexibility with calls and mails
Bengaluru, Delhi / NCR, Mumbai (All Areas)
INR 6.0 - 12.0 Lacs P.A.
Work from Office
Full Time
Responsibilities: To deliver excellent conversion of prospects to customers by combining your grasp of commercial insurance with adeptness in selling. Maintaining a strong pipeline of prospects. Demonstrating strong teamwork, self- and team leadership. Displaying consistently high energy, integrity, and commitment to the job. Having a problem-solving approach. Work closely with internal teams (claims, underwriting, accounts) to ensure smooth operations. Support the sales team in generating leads and closing business. Requirements: Commercial insurance experience, e. g. in group health, property and liability, is very useful B2B sales experience is a must The candidate may have worked with an insurance broker or with the direct selling side of insurers. Strong drive to handle clients and teams in an independent way. A strong problem-solving approach Strong communication and comfort in engaging with senior client executives Drive to build a large business and progress within our organization Proven ability to work and collaborate with other functions. Technical Skills : Knowledge of General Insurance products Experience with broking portals and insurer systems Proficiency in MS Excel and CRM tools If this opportunity aligns with your profile, please share your updated CV at hr@dishainsurance.com or contact us at 9821131267 .
Bengaluru, Delhi / NCR, Mumbai (All Areas)
INR 9.0 - 12.0 Lacs P.A.
Work from Office
Full Time
Assistant Vice President(AVP)- Sales website Link: www.dishainsurance.com Job Overview: The Assistant Vice President(AVP)- Sales will be responsible for developing and implementing sales strategies to drive business growth and increase revenue from corporate clients. This role requires a strong understanding of the insurance industry, as well as excellent communication and negotiation skills to build and maintain relationships with corporate clients. Key Responsibilities: 1. Develop and implement sales strategies to achieve business targets and increase market share in the corporate segment. 2. Identify and prospect potential corporate clients, including large corporations, small and medium-sized enterprises, and government organizations. 3. Build and maintain relationships with key decision-makers in corporate clients, including HR managers, benefits managers, and C-suite executives. 4. Conduct presentations and product demonstrations to showcase the benefits and features of the company's health insurance plans. 5. Lead and mentor a team of 4-5 professionals, ensuring smooth collaboration, performance, monitoring, and development of team members. 6. Negotiate and close deals with corporate clients, ensuring profitable pricing and contract terms. 7. Collaborate with the marketing team to develop marketing materials and campaigns targeted towards corporate clients. 8. Monitor market trends and competitor activities to identify new business opportunities and stay ahead of the competition. 9. Provide regular reports and updates on sales activities, pipeline, and performance to senior management. 10. Train and mentor sales team members to improve their knowledge and skills in selling health insurance to corporate clients. 11. Ensure compliance with all industry regulations and company policies. 12. Hands on experience in corporate sales/business development ( Corporate and SME) 13. Should have 10 to 12 years of experience in a general insurance company/ insurance broker / surveyor 14. Candidates should be smart, outgoing, aggressive towards new business acquisition. 15. Responsible for new Client Acquisition (General Insurance, corporate Sales) 16. Maintain good relationship with clients as well as insurance companies. Requirements: 1. Bachelor's degree in Business Administration, Marketing, or a related field. 2. Preferably looking into insurance sector 2. Minimum of 10 to 13 years of experience into Insurance broker or Insurance Company mostly from general Insurance 3. Proven track record of achieving sales targets and building relationships with corporate clients. 4. Strong understanding of the insurance industry, including knowledge of different types of plans, regulations, and market trends. 5. Excellent communication and negotiation skills. 6. Ability to work independently and as part of a team. 7. Proficient in using CRM software and other sales tools. 8. Strong analytical and problem-solving skills. 9. Ability to travel as needed. 10. Two wheelers must and should Suitable candidate can mail their resumes to ; hr@dishainsurance.com
Bengaluru
INR 6.0 - 9.0 Lacs P.A.
Work from Office
Full Time
Assistant Vice President(AVP) Retention website Link: www.dishainsurance.com CTC: 6LPA TO 7LPA Job Summary: The Assistant Vice President (AVP) Retention will focus on maintaining and enhancing client relationships within our Commercial Lines. This role is pivotal in identifying at-risk accounts, developing retention strategies, and ensuring clients receive the highest level of service and support .The AVP will also be responsible for leading and mentoring a team of 4-5 professionals. Role & responsibilities Client servicing and retention of existing clients Periodic communications with client which are specific and targeted. Procurement of quotes from Insurers, Preparation of RFQs and quote comparison. Analytical capabilities to understand the losses/ claims. Structured Interaction with Insurance managers. Product knowledge- Expert level of Domain Knowledge on Property, Projects and Marine Insurance. Lead and mentor a team of 4-5 professionals, ensuring smooth collaboration, performance. Monitoring and development of team members. Creating Value for client by evaluating the relevant value-added services. Knowledge of risk management Property Loss control and Marine loss control. Service and delivery Monitoring- Continuous monitoring of all the routine services such as endorsement Insurance, claims servicing and Policy servicing. Review meetings with client. Preparation of claims analysis reports and also the presentations for client interactions. Coordination with Internal teams such as operations, claims, Sales. Market and regulatory Updates. Desired Profile/ Who should join: Should have 10 to 12 years of experience in a general insurance company/ Insurance brokerage/ surveyor Proficient in Microsoft Excel and MS office Have good client engagement Skills. Be able to handle multiple projects simultaneously. Have strong communication and interpersonal skills to wok across teams. Be organized and methodical in their approach to work. Have an aptitude for continuous learning. Have good negotiation skills.
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Insurance & Investment Brokerage
50 Employees
4 Jobs
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