Insurance Manager

6 years

0 Lacs

Posted:21 hours ago| Platform: Linkedin logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Job Summary

We are seeking an experienced Insurance Manager


Key Responsibilities

Insurance Sales & Business Development

  • Generate and close insurance business across life, health, motor, and general insurance products.
  • Identify clients, insurance needs and recommend suitable policy options.
  • Achieve assigned sales and renewal targets.


Client Engagement & Advisory Support

  • Explain insurance policies, coverage, exclusions, premiums, and key insurance terminologies in a clear manner.
  • Provide unbiased and accurate product information to help clients to make informed decisions.
  • Address clients queries and assist throughout the policy lifecycle.


Insurer Coordination & Quotations

  • Liaise with multiple insurance companies to obtain

    best-available quotations

    as per client requirements.
  • Compare policy features and pricing to present suitable options.
  • Coordinate with insurers for policy issuance, endorsements, and renewals.


Documentation & Policy Processing

  • Assist clients with proposal forms, KYC documentation, and required disclosures.
  • Ensure accurate and timely submission of documents.
  • Coordinate with internal operations and insurers for smooth policy issuance.


Compliance & Service Standards

  • Ensure all sales and advisory activities comply with

    IRDAI regulations

    and company policies.
  • Avoid mis-selling and ensure transparent communication at all times.
  • Maintain proper client records and follow service-level standards.


Key Skills & Competencies

  • Strong understanding of insurance products and concepts.
  • Client relationship and sales skills.
  • Ability to explain complex insurance terminology in simple language.
  • Negotiation and coordination skills with insurers.
  • High ethical standards and compliance awareness.


Educational Qualifications

  • Graduate/Postgraduate in any discipline (Finance/Insurance preferred).


Experience

  • 3–6 years of experience in

    insurance sales, broking, or advisory roles

    .
  • Experience dealing with multiple insurance companies is an advantage.


Compensation & Benefits

  • Fixed salary + performance-based incentives.
  • Career growth opportunities in insurance and financial services.
  • Training and certification support as per company policy.

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