We are seeking a highly motivated and experienced Relationship Manager/ Sr Manager to join our dynamic team. Candidates from the insurance / insurance broking must apply. The successful candidate will be responsible for developing and maintaining strong relationships with our clients, ensuring their insurance needs are met with exceptional service and expertise. In addition to maintaining existing client relationships, this position will involve identifying opportunities for growth and expansion of the client portfolio. Interested candidates may send their resume ASAP at head.hr@tiptopinsure.in or may connect me at 8420363349. Immediate joiners should be preferred. Skills/ Requirements : Bachelor's degree in business, finance, insurance, or a related field.· Minimum of 4 years of experience in a similar role within the insurance sector.· Proven track record of successfully managing client relationships and achieving business objectives.· Strong analytical and problem-solving skills. Excellent verbal and written communication skills.· Ability to work independently and collaboratively within a team. Organization: Maklav Insurance Brokers Pvt Ltd. Designation: Relationship Manager / Sr Manager. Experience: 4 to 5 yrs. CTC: 4 to 6 lacs. KRA / Key Responsibility Area: 1. Deliver high-quality customer service by promptly addressing client inquiries and concerns and resolving the issues of the clients thereby ensuring client satisfaction & retention 2. Developing and maintaining strong relationships with existing clients. 3. Driving business growth & identifying new opportunities by meeting or exceeding the sales targets leading to revenue generation, ensuring to generate leads through networking and referrals. 4. Staying updated on product knowledge & industry trends. 5. Collaborating with internal teams such as underwriting, claims etc. to ensure smooth service delivery, client satisfaction, timely and accurate policy management. 6. Maintaining accurate records of client interactions & transactions adhering to company policies & procedures, thereby ensuring compliance with regulations. Job Type: Full-time Pay: ₹400,000.00 - ₹600,000.00 per year Schedule: Day shift Work Location: In person Speak with the employer +91 8420363349 Expected Start Date: 16/07/2025
· Reconcile accounts payable and receivable, bank statements and ensure timely bank payments. . Maintaining MIS ( Management Information System). · Assisting in the financial transactions such as payments, utility bills, invoices, purchase orders, reimbursements etc. · Ensuring Statutory compliances like Income Tax, GST and filing of periodic returns · Manage balance sheets and profit/loss statements. · Process & compute tax payments and returns. · Reinforce financial data confidentiality and conduct database backups when necessary · Audit financial transactions and documents. · Compute taxes and prepare tax returns. · Handle monthly, quarterly and annual closings. · Publish financial statements in time. . Issue new policies endorsements , renewals & cancellations with regard to established procedure & timelines. . Data entry & Verifying information prior to policy issuance to ensure accuracy & compliance. . Maintain & manage the accurate documents of issued policies , clients correspondence etc. . Respond to enquiries regarding policy details , status , addressing any related concerns. . Calculate the premiums , refunds, commissions & adjustments . . Ensure all policy issuance processes adhere to relevant insurance regulations & company policies. Mandatory Skills / Competencies required: · Bachelor in Accounts. · Work experience as an Accountant & Policy Issuance at least for 3 yrs. · Advanced MS Excel skills including VLOOKUP’s and pivot tables, journals & ledgers. Preferences : · Excellent knowledge of accounting regulations and procedures, including the Generally Accepted Accounting Principles (GAAP) · Additional certification (CPA or CMA) · Tally will be an additional advantage. . Candidate has to be from the insurance / insurance broking sector Job Type: Full-time Pay: ₹18,000.00 - ₹29,000.00 per month Benefits: Paid sick time Schedule: Day shift Work Location: In person Expected Start Date: 02/08/2025
We are seeking a dynamic and results-driven Territory Manager / Area Manager to lead business development and client acquisition in Kolkata and surrounding regions. The ideal candidate must have extensive experience in insurance or insurance broking and a strong network in the region. Preferred Qualifications: Bachelor's degree (MBA preferred). IRDA certification (if applicable). Existing network of brokers, agents, or corporate clients in Kolkata and nearby areas. Requirements: Skills Required 5–10 years of proven experience in insurance sales / insurance broking (mandatory). Strong knowledge of various insurance products (life/general/health/corporate). Excellent leadership and interpersonal skills. Ability to manage teams and work under pressure. Willingness to travel within the territory. Key Responsibilities 1. Onboard and manage insurance partners and brokers. 2. Ensure compliance with IRDA regulations and internal company policies. 3. Prepare regular reports on business performance, competitor analysis, and market trends. 4. Business Development (Multi-Line Insurance), sales strategy & execution, drive business growth and meet sales targets in assigned territory, thereby generate leads & market penetration. 5. Ensure team management & team leadership, lead a team of sales professionals/ relationship managers to ensure performance management 6. Focus upon Multi Line Products. 7. Maintain Channel Development & Partnership. 8.. Coordinate with the operations department for follow ups etc. 9. Maintain & serve client Relationship Management, Relationship Retention, New Client Acquisition. 10. Recruit/ build the team thereby manage the team with mentorship and leadership. 11. Ensure compliance, renewals, and customer satisfaction in the assigned territory (Kolkata and nearby regions). Job Type: Full-time Pay: ₹500,000.00 - ₹700,000.00 per year Work Location: In person
As a part of this role, you will be responsible for ensuring statutory compliances such as Income Tax, GST, and filing of periodic returns. You will also be managing balance sheets and profit/loss statements to ensure the financial health of the organization. Upholding the confidentiality of financial data and conducting database backups when required will be a key aspect of your responsibilities. Your duties will also include auditing financial transactions and documents, computing taxes, and preparing tax returns accurately. You will be in charge of handling monthly, quarterly, and annual closings efficiently to support the overall financial operations. Additionally, publishing financial statements in a timely manner will be crucial to provide clear insights into the organization's financial performance. Success in this position will be demonstrated through meticulous attention to detail, adherence to regulatory requirements, and the ability to maintain accurate financial records. Your contributions will play a vital role in ensuring the financial stability and compliance of the organization.,
We are seeking a dynamic and results-driven Territory Manager / Area Manager to lead business development and client acquisition in Kolkata and surrounding regions. The ideal candidate must have extensive experience in insurance or insurance broking and a strong network in the region. Location : Kolkata , West Bengal. Performance Incentives will be an additional benefit on exceeding the targets, KRA/ KPI . Interested candidates may connect me at 8420363349 and may mail the resume at " head.hr@tiptopinsure.in ". Preferred Qualifications: Bachelor's degree (MBA preferred). IRDA certification (if applicable). Existing network of brokers, agents, or corporate clients in Kolkata and nearby areas. Requirements: Skills Required 5–10 years of proven experience in insurance sales / insurance broking (mandatory). Strong knowledge of various insurance products (life/general/health/corporate). Excellent leadership and interpersonal skills. Ability to manage teams and work under pressure. Willingness to travel within the territory. Candidates having expertise in the sales domain of team handling roles in the general insurance or insurance broking sectors / verticals , must apply only. Key Responsibilities 1. Onboard and manage insurance partners and brokers. 2. Ensure compliance with IRDA regulations and internal company policies. 3. Prepare regular reports on business performance, competitor analysis, and market trends. 4. Business Development (Multi-Line Insurance), sales strategy & execution, drive business growth and meet sales targets in assigned territory, thereby generate leads & market penetration. 5. Ensure team management & team leadership, lead a team of sales professionals/ relationship managers to ensure performance management 6. Focus upon Multi Line Products. 7. Maintain Channel Development & Partnership. 8.. Coordinate with the operations department for follow ups etc. 9. Maintain & serve client Relationship Management, Relationship Retention, New Client Acquisition. 10. Recruit/ build the team thereby manage the team with mentorship and leadership. 11. Ensure compliance, renewals, and customer satisfaction in the assigned territory (Kolkata and nearby regions). Job Type: Full-time Pay: ₹500,000.00 - ₹1,000,000.00 per year Benefits: Work from home Work Location: In person
We are seeking a dynamic and results-driven Territory Manager / Area Manager to lead business development and client acquisition in West Bengal and surrounding regions. The ideal candidate must have extensive experience in insurance or insurance broking and a strong network in the region. Candidates having expertise in the sales domain of motor insurance vertical must apply . Location : West Bengal Preferred Qualifications: Bachelor's degree (MBA preferred). IRDA certification (if applicable). Existing network of brokers, agents, or corporate clients in Orissa and nearby areas. Requirements: Skills Required 5–10 years of proven experience in insurance sales / insurance broking (mandatory). Strong knowledge of various insurance products (life/general/health/corporate). Excellent leadership and interpersonal skills. Ability to manage teams and work under pressure. Willingness to travel within the territory. Key Responsibilities 1. Onboard and manage insurance partners and brokers. 2. Ensure compliance with IRDA regulations and internal company policies. 3. Prepare regular reports on business performance, competitor analysis, and market trends. 4. Business Development (Multi-Line Insurance), sales strategy & execution, drive business growth and meet sales targets in assigned territory, thereby generate leads & market penetration. 5. Ensure team management & team leadership, lead a team of sales professionals/ relationship managers to ensure performance management 6. Focus upon Multi Line Products. 7. Maintain Channel Development & Partnership. 8. Coordinate with the operations department for follow ups etc. 9. Maintain & serve client Relationship Management, Relationship Retention, New Client Acquisition. 10. Recruit/ build the team thereby manage the team with mentorship and leadership. 11. Ensure compliance, renewals, and customer satisfaction in the assigned territory (Orissa and nearby regions). Job Type: Full-time Pay: ₹500,000.00 - ₹1,000,000.00 per year Work Location: In person
We are looking for an Operations Executive – Motor Insurance to manage end-to-end motor insurance operations. The role involves policy issuance, quotation preparation, endorsements, renewals, and coordination with insurance companies and channel partners. The candidate should be detail-oriented, well-versed with insurer portals, and capable of handling daily operational MIS efficiently. Interested candidates please share your resume at head.hr@tiptopinsure.in / may connect me at 8420363349 Company Name : Maklav Insurance Brokers Pvt Ltd Job Title: Operations Executive – Motor Insurance Location: Kolkata – New Town Employment Type: Permanent | On-roll Department: Motor Operations CTC Range: ₹1,81,800 – ₹2,41,800 per annum Key Roles & Responsibilities Issuance of motor insurance policies through various insurance company portals Preparation and sharing of quotations as per client and partner requirements Handling endorsements, renewals, and policy modifications Coordinating and arranging vehicle inspections as required Regular follow-up for policy renewals with channel partners and clients Liaising with insurance companies for operational support and issue resolution Maintaining and updating daily MIS and operational records Ensuring adherence to timelines, accuracy, and compliance standards Key Performance Areas (KRA/KPI) Timely and accurate policy issuance Turnaround time for quotations and endorsements Renewal conversion and follow-up efficiency Accuracy and consistency in MIS reporting Effective coordination with insurers and channel partners Experience Required 1 to 3 years of experience in motor insurance operations Prior experience in insurance broking or general insurance preferred. Educational Qualification Higher Secondary (H.S.) passed / Any Graduate Skills & Competencies Good verbal and written communication skills Hands-on experience with insurance company portals Strong working knowledge of MS Excel and MS Word Ability to manage multiple tasks and meet deadlines Attention to detail and problem-solving skills. Job Types: Full-time, Permanent Pay: ₹181,800.00 - ₹241,800.00 per year Benefits: Work from home Work Location: In person
Role Overview We are looking for an Implementation & Operations Manager to lead the end-to-end rollout, adoption, and ongoing operational execution of our in-house InsurTech platform. The role will act as a bridge between business teams, technology vendors, and end users (agents/partners) to ensure smooth implementation, high adoption, and minimal operational friction. Interested candidates kindly process your resume at head.hr@tiptopinsure.in / may connect me at 8420363349. Company Name : Maklav Insurance Brokers Pvt Ltd Designation : Implementation and Orientation Manager. Location: Kolkata (On-site) CTC: ₹4,00,000 – ₹6,00,000 per annum (Based on experience & skill set) Experience: 2–5 years (Insurance / Insures / SaaS implementation preferred). Key Responsibilities Platform Implementation & Rollout Own the end-to-end implementation of the InsurTech application across teams and partner networks Coordinate with technology vendors / internal tech teams for feature deployment, bug fixes, and enhancements Translate business requirements into clear functional briefs for tech teams Manage UAT (User Acceptance Testing) and ensure timely go-live Operations & Process Management Define and document standard operating procedures (SOPs) for platform usage Ensure seamless integration of the platform with sales, operations, and policy issuance workflows Monitor daily platform performance, data accuracy, and system usage Stakeholder & User Management Act as the single point of contact between sales teams, backend operations, and tech teams Support onboarding and training of insurance agents, relationship managers, and internal users Address user queries, escalations, and adoption challenges Data & Reporting Ensure accurate configuration of product rules, brokerage structures, state-wise logic, and workflows Monitor MIS, dashboards, and operational reports for gaps or inconsistencies Work closely with backend and data teams to maintain data hygiene and compliance Continuous Improvement Key Responsibilities Platform Implementation & Rollout Own the end-to-end implementation of the InsurTech application across teams and partner networks Coordinate with technology vendors / internal tech teams for feature deployment, bug fixes, and enhancements Translate business requirements into clear functional briefs for tech teams Manage UAT (User Acceptance Testing) and ensure timely go-live Operations & Process Management Define and document standard operating procedures (SOPs) for platform usage Ensure seamless integration of the platform with sales, operations, and policy issuance workflows Monitor daily platform performance, data accuracy, and system usage Stakeholder & User Management Act as the single point of contact between sales teams, backend operations, and tech teams Support onboarding and training of insurance agents, relationship managers, and internal users Address user queries, escalations, and adoption challenges Data & Reporting Ensure accurate configuration of product rules, brokerage structures, state-wise logic, and workflows Monitor MIS, dashboards, and operational reports for gaps or inconsistencies Work closely with backend and data teams to maintain data hygiene and compliance Continuous Improvement Identify process gaps and recommend automation or system improvements Track adoption metrics and suggest initiatives to increase platform usage Support future enhancements, modules, and integrations Required Skills & Qualifications Must Have Strong understanding of insurance broking operations (Motor / Health / Life preferred) Experience in software / app implementation or SaaS operations Ability to coordinate between technical and non-technical stakeholders Strong documentation and process-mapping skills Good command over Excel / MIS / dashboards Preferred Prior experience with InsurTech platforms, CRM, LMS, or agent portals Exposure to API-based systems or policy issuance platforms Experience in rollout of apps or digital tools to large field teams Behavioral & Soft Skills Strong ownership mindset and execution focus Excellent communication and stakeholder management skills Ability to work in fast-paced, evolving environments Problem-solving and analytical thinking Reporting To Founders / Business Head / Operations Head Job Types: Full-time, Permanent Pay: ₹400,000.00 - ₹600,000.00 per year Benefits: Work from home Work Location: In person