Job Title: Insurance Sales Executive – General Insurance (Broking) Location: Andheri West, Mumbai Industry: Insurance Broking – General Insurance Experience Required: 2–5 years in General Insurance Sales (Broking Industry Only) Job Summary: We are looking for a results-driven Insurance Sales Executive with a strong background in General Insurance and prior experience in an Insurance Broking firm . The ideal candidate will be responsible for identifying new business opportunities, acquiring and servicing clients, and offering tailor-made insurance solutions across retail and corporate general insurance products. Key Responsibilities: Client Acquisition & Relationship Management Identify and approach potential individual and corporate clients Understand client insurance needs and provide customized solutions Maintain long-term relationships and ensure customer satisfaction Product Knowledge & Advisory Advise clients on Motor, Health, Property, Marine, Liability, and other GI products Keep up-to-date with IRDAI guidelines and insurer product offerings Business Development Develop and implement sales strategies to achieve monthly and quarterly targets Coordinate with internal underwriting and claims teams to deliver end-to-end service Documentation & Compliance Ensure accurate proposal documentation, KYC, and onboarding as per regulatory norms Work in coordination with insurer partners and internal systems for policy issuance Required Qualifications & Skills: Graduate in any discipline (MBA preferred) Minimum 2 years of experience in General Insurance sales (Broking firm only) Strong understanding of insurance products and risk assessment Excellent communication, negotiation, and interpersonal skills Proficiency in MS Office and insurance CRM/portal systems Compensation: Fixed + Attractive Incentives (Performance-Linked) Reporting To: Business Development Manager / Sales - Head Job Type: Full-time Pay: ₹146,597.05 - ₹450,000.00 per year Benefits: Cell phone reimbursement Supplemental Pay: Commission pay Work Location: In person Speak with the employer +91 9925012328
Job Title: Executive – MIS Department: Operations / Support Reporting To: COO Location: Andheri (West), Mumbai Role Overview The Executive – MIS will be responsible for managing, analyzing, and reporting insurance-related data for the brokerage business. The role involves preparing periodic MIS reports, tracking business performance, monitoring commissions/brokerage, supporting compliance requirements, and ensuring data accuracy to facilitate management decision-making. Key Responsibilities Collect, consolidate, and maintain business data from insurers, internal teams, and partners. Prepare daily, weekly, and monthly MIS reports covering: Premium booked, policies issued, and renewals. Brokerage/commission income (pending, received, and shortfall). Line of business-wise performance (Health, Motor, Property, etc.). Client portfolio analysis and business pipeline tracking. Reconciliation of brokerage with insurer statements and ensuring accuracy. Support Finance/Accounts in invoicing, GST reconciliation, and tracking receivables. Maintain client and policy databases for audit and compliance (IRDAI requirements). Generate dashboards and analytical reports for management decision-making. Assist business development teams with customized reports and client presentations. Ensure timely submission of regulatory/statutory MIS as per IRDAI guidelines. Identify gaps or delays in data and coordinate with stakeholders for timely resolution. Support automation and process improvement initiatives in MIS reporting. Key Skills & Competencies Strong knowledge of MS Excel (advanced functions, pivot tables, VLOOKUP, dashboards, etc.) . Exposure to MIS tools, ERP/CRM systems, or insurance broker portals . Analytical ability to interpret data and provide meaningful insights. Attention to detail and accuracy in financial/data reconciliation. Good communication skills (written and verbal). Ability to work under tight deadlines and handle multiple tasks. Qualifications & Experience Graduate in Commerce / Finance / Business Administration. 1–3 years of MIS / Data Analysis experience, preferably in insurance broking, insurance companies, or financial services . Knowledge of insurance products and brokerage processes will be an added advantage. Job Type: Full-time Pay: ₹11,920.82 - ₹31,120.78 per month Benefits: Cell phone reimbursement Work Location: In person
Job Title: Commercial Underwriter – General Insurance (Broking Industry) Location: Andheri (West), Mumbai Employment Type: Full-time About the Role: We are seeking a motivated and detail-oriented Commercial Underwriter with a background in General Insurance and at least 2 years of relevant experience . The role involves underwriting, evaluating, and analyzing commercial risks across multiple insurance lines to support our broking operations. Key Responsibilities: Assess, evaluate, and underwrite commercial insurance proposals (Property, Marine, Liability, Engineering, Motor Fleet, etc.) in line with company and insurer guidelines. Analyze client portfolios and prepare risk presentations for insurance companies. Collaborate with insurance companies to obtain competitive terms, quotes, and policy structures . Support the Business Development and Sales team in structuring tailored solutions for corporate and SME clients. Review policy wordings, terms & conditions, and ensure compliance with regulatory (IRDAI) guidelines. Assist in claims analysis, renewal reviews, and portfolio monitoring. Maintain strong relationships with insurers, underwriters, and internal teams. Contribute to MIS reports, documentation, and underwriting support for management review. Requirements: Education: Graduate / Postgraduate (Commerce, Finance, Insurance specialization preferred). Experience: Minimum 2 years of experience in General Insurance underwriting, preferably in a broking or insurance company environment. Gender Preference: Male candidates only. Technical Skills: Strong knowledge of General Insurance products (Commercial Lines). Ability to interpret risk assessments, policy terms, and underwriting guidelines. Proficiency in MS Office (Excel, PowerPoint, Word). Soft Skills: Excellent communication and negotiation skills. Strong analytical and problem-solving abilities. Attention to detail and ability to work under deadlines. What We Offer: Exposure to a wide range of corporate insurance portfolios . Opportunity to work closely with senior professionals in the insurance broking space. Competitive compensation and career growth prospects. Job Type: Full-time Pay: ₹218,320.70 - ₹538,037.16 per year Benefits: Cell phone reimbursement Work Location: In person
Job Title: Associate – Sales Support Department: Sales / Business Development Location: Ghatlodia Reports to: AVP Role Overview: The Associate – Sales Support will assist the sales and business development team in client acquisition, servicing, and back-end coordination. The role ensures smooth execution of proposals, documentation, follow-ups, and client communication, enabling the sales team to focus on closing business. Key Responsibilities: Prepare and share quotations, proposals, and presentations in coordination with insurers and sales managers. Assist in preparing comparison charts, renewal trackers, and policy documents. Coordinate with clients for required documents, KYC, and proposal forms. Maintain CRM / MIS for leads, opportunities, and sales pipeline updates. Ensure timely follow-up with internal teams, insurers, and clients for smooth policy issuance and renewals. Handle email communications and support the sales team in scheduling meetings/appointments. Provide after-sales support to clients including endorsements, queries, and servicing requests. Prepare periodic sales performance reports and dashboards. Key Skills & Competencies: Strong coordination and organizational skills. Good written and verbal communication. Proficiency in MS Office (Excel, PowerPoint, Word) and CRM tools. Ability to multitask and work under deadlines. Detail-oriented with problem-solving attitude. Qualifications & Experience: Graduate (preferably in Commerce/Management/Insurance). 1–3 years of experience in sales coordination, client servicing, or insurance broking support. Knowledge of general insurance products (preferred). Career Path: Opportunity to grow into Sales Executive / Business Development role or Client Servicing Specialist based on performance. Job Types: Full-time, Fresher Pay: ₹10,587.45 - ₹22,000.00 per month Benefits: Cell phone reimbursement Work Location: In person
Job Title: Associate – Sales Support Department: Sales / Business Development Location: Ghatlodia Reports to: AVP Role Overview: The Associate – Sales Support will assist the sales and business development team in client acquisition, servicing, and back-end coordination. The role ensures smooth execution of proposals, documentation, follow-ups, and client communication, enabling the sales team to focus on closing business. Key Responsibilities: Prepare and share quotations, proposals, and presentations in coordination with insurers and sales managers. Assist in preparing comparison charts, renewal trackers, and policy documents. Coordinate with clients for required documents, KYC, and proposal forms. Maintain CRM / MIS for leads, opportunities, and sales pipeline updates. Ensure timely follow-up with internal teams, insurers, and clients for smooth policy issuance and renewals. Handle email communications and support the sales team in scheduling meetings/appointments. Provide after-sales support to clients including endorsements, queries, and servicing requests. Prepare periodic sales performance reports and dashboards. Key Skills & Competencies: Strong coordination and organizational skills. Good written and verbal communication. Proficiency in MS Office (Excel, PowerPoint, Word) and CRM tools. Ability to multitask and work under deadlines. Detail-oriented with problem-solving attitude. Qualifications & Experience: Graduate (preferably in Commerce/Management/Insurance). 1–3 years of experience in sales coordination, client servicing, or insurance broking support. Knowledge of general insurance products (preferred). Career Path: Opportunity to grow into Sales Executive / Business Development role or Client Servicing Specialist based on performance. Job Types: Full-time, Fresher Pay: ₹10,587.45 - ₹22,000.00 per month Benefits: Cell phone reimbursement Work Location: In person
Job Title: Underwriter / Placement – General Insurance Broking Department: Placement / Corporate Broking Location: Andheri West, Mumbai Reporting To: Chief Operating Officer Role Overview: The Underwriter / Placement Executive will be responsible for evaluating risks, coordinating with insurers for quotes, negotiating terms and premiums, and finalizing placement of insurance policies across various lines of business. The role requires strong analytical, negotiation, and communication skills, along with a good understanding of insurance products, market practices, and regulatory requirements under IRDAI. Key Responsibilities: 1. Risk Evaluation & Underwriting Support Assess client risk profiles and prepare underwriting notes for submission to insurers. Review proposal forms, claim history, risk inspection reports, and other relevant data. Ensure that all underwriting submissions are technically sound and compliant. 2. Market Engagement & Placement Engage with multiple insurers to obtain competitive quotes. Negotiate terms, coverage enhancements, deductibles, and premium rates. Conduct comparative analysis of quotes and recommend the best option to the business / client servicing team. Maintain strong relationships with insurance company underwriters and product managers. 3. Documentation & Policy Issuance Review and verify draft policy wordings, endorsements, and terms before issuance. Coordinate with insurers for timely issuance of policies and endorsements. Ensure proper documentation as per IRDAI and internal audit requirements. 4. Product Knowledge & Market Intelligence Stay updated on market trends, new insurance products, and underwriting appetite of insurers. Suggest tailor-made insurance solutions based on client industry and exposure. 5. Coordination & Support Work closely with business development, claims, and servicing teams for smooth policy placement and renewal. Support renewal strategy preparation through claims analysis and market feedback. Desired Candidate Profile: Education: Graduate / Postgraduate in any discipline. Additional qualification like Licentiate / Associate / Fellowship from III (Insurance Institute of India) preferred. Experience: 2–8 years of experience in General Insurance (Corporate Broking / Insurer Underwriting). Technical Knowledge: Strong understanding of Property, Marine, Liability, Engineering, and Group Health products. Ability to interpret policy wordings and endorsements. Skills: Excellent negotiation and communication skills. Analytical and detail-oriented. Proficient in MS Excel, PowerPoint, and email correspondence. Job Type: Full-time Pay: ₹216,975.46 - ₹700,091.61 per year Benefits: Cell phone reimbursement Work Location: In person