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5.0 - 7.0 years
15 - 18 Lacs
Vadodara
Work from Office
Role & responsibilities Ensure achievement of GPW and various GAAP metrics through the team Budgeting - P&L BPR cost effective, ease of transaction for stakeholders Set directions & drive distribution channels Monitor business performance and intervene as and when required Seeking market feedback for product/ process improvement Plan for long term scale and profitability through digital interventions Portfolio Management Portfolio analysis - Review & make course corrections if necessary Actively manage the Portfolio and correct course whenever required Ensure Portfolio analysis is conducted on a regular basis and the same is also shared with the field Weed out unprofitable segments and grow the profitable ones Regularly monitor treaty performance and optimize usage of the same Team Management & Development Team management - role definition, deployment & development Frequent interactions at both formal and informal levels Understand and appreciate their expectations and weave it into the overall plans of the Company Assessment of skill set required in the team Ensure clarity of goals & expectations Performance tracking & corrective measures Feedback sharing Identification of high potential employees in the team Look first at an internal option for any larger roles within the team/ within the company Ensure adequate staffing in all key locations so that agreed TAT levels are maintained To train and develop the team in prudent underwriting Audit and Compliance Completing self Audits as per schedule Maintaining full compliance for other Audits like Technical Audits, Regional Ensuring timelines are met for other requirements Legal / Regulatory IRDA coordination on product filing and UW At the time of filing of any New product work with the PC team in preparation of the required documentation for filing To work with the PC team in responding to IRDA queries Underwriting discipline Lay out sustainable underwriting practices, guidelines and ensure adherence through monitoring and audits To develop India specific UW strategy To review the same on regular basis based on results To keep the UW team informed of market developments To educate and train the UW and distribution team on UW
Posted 2 weeks ago
- 5 years
2 - 6 Lacs
Jalgaon, Kota
Work from Office
We are hiring Unit Sales Manager- Agency Channel Virtual Office at Ahmednagar Location: Ahmednagar Role Objective: Manage retail products across Fire, Marine, Property and non-motor products. Achieve sales targets through a team of field officers and assigned verticals. Build and maintain strong relationships with channel partners, dealers, agents, and customers. Provide excellent after-sales service. Key Skills & Competencies: Strong relationship management and stakeholder handling. Sales experience with product knowledge. Problem-solving, collaboration, and result orientation. Understanding of the General Insurance (GI) industry. Qualifications & Experience: Full-time Graduate Minimum 1 years of experience in sales. Female candidates preferred. If interested, kindly share your CV on nikita.tipnis@ext.icicilombard.com
Posted 1 month ago
3 - 8 years
3 - 8 Lacs
Mumbai, Pimpri-Chinchwad, Pune
Work from Office
Role & responsibilities The objective of the role is to expand market presence, foster client relationships and drive revenue growth in large corporates. • Responsible for identifying the potential partners and ensuring business deliverables • Demonstrate effective communication skills to ensure retention of existing partners. • Continuous engagement with partners / brokers for achieving the assigned business goals. • To develop adequate market intelligence to acquire business by establishing, positioning the Chola MS brand, and growing the brand. Preferred candidate profile PostGraduate/ MBA Minimum 5-8 years of experience in Managing /onboarding/activating the large corporates. Whats in It for You? Attractive Package: Earn up to 8.50 Lakhs CTC per annum, with lucrative sales incentives for achieving targets. Incentives & Recognition: Rewarding your hard work with performance-based incentives and recognition. Career Development: We invest in your future with opportunities for training, upskilling, and career advancement. Work-Life Balance: Enjoy a supportive work culture with a balanced schedule to maintain a healthy work-life blend. Comprehensive Benefits: Health insurance and other wellness benefits to keep you and your family secure. Continuous Learning: Access to industry-leading training programs to keep you updated and help you grow in your role. Ready to Elevate Your Career? Join us in shaping the future of insurance! If you're interested, send your resume to sarikaa@cholamsispl.com or call us at 9689839600 for more details. Apply Now & Be a Part of Our Success Story!
Posted 1 month ago
5 - 10 years
18 - 22 Lacs
Ahmedabad
Work from Office
Roles and Responsibilities Manage marine underwriting portfolio, ensuring compliance with regulatory requirements and company policies. Develop and maintain strong relationships with clients to understand their needs and provide tailored solutions. Analyze risk factors, assess potential losses, and make informed decisions on policy placement. Collaborate with internal stakeholders to resolve complex issues related to claims processing and customer service. Stay up-to-date with industry trends, regulations, and market developments to continuously improve underwriting practices. Desired Candidate Profile 5-10 years of experience in commercial line non-motor SME business or marine underwriting. Strong understanding of marine cargo insurance products and services offered by various companies. Excellent analytical skills for evaluating risks and making sound judgments about policy placement. Ability to work effectively in a fast-paced environment with multiple priorities simultaneously.
Posted 1 month ago
2 - 5 years
3 - 8 Lacs
Dehradun, Gurgaon, Kolkata
Work from Office
SME Agency - Sales Manager/ Sr. Manager Location : Kolkata, Dehradun, Gurgaon Role & responsibilities - Agent Recruitment - NON motor product Knowledge - GI industry Experience Preferred candidate profile Graduation full time/ Part time. Intrested candidates can share resume on aditi.tambe@ext.icicilombard.com
Posted 2 months ago
4 - 8 years
4 - 6 Lacs
Gorakhpur, Kanpur
Work from Office
JOB DESCRIPTION Function: Corporate & SME Sales Designation: ManagerReporting to: Head of Business Direct Reporters: Role Description: To oversee the development of new business of Salasar Services (Insurance Broker) Pvt. Ltd . in the Kanpur branch and ensure the creation of a steady pipeline for new businesses in future through relationship building with existing and potential clients to make Salasar the preferred insurance broking house for clients and also take care of the entire operations and administration of the Kanpur branch office. Job Responsibilities:Financial Increase reach and market share by adding new clients in the desired segment to the Organizations portfolio Give leads to other regions and verticals to expand footprint across geographies Achieve financial targets articulated in the strategic plans of the Organization in terms of the brokerage earned through Conversions of new clients Ensuring expansion and cross selling to existing clients Retention of existing clients Support of specialist vertical budgets Ensure renewal portfolio expansion through Review of the coverages under existing policies and other areas of risk coverage relationship building with the insurance companies and surveyors to ensure optimum claim settlement in minimum time During processing of claim analyses the following and communicate to underwriters: adequacy of coverage w.r.t. location specifications e.g. Earthquake /flood etc. adequacy of sum insured risk improvement anomalies in the policy scope of additional policies other related information Ensure that risk inspection is conducted by the concerned team to support closure of new business Prepare and monitor budgets including manpower and automation budgets Control expenses to operate within departmental budgets Monitor collection of brokerages booked, reinsurance payment to reinsurer within budgeted timelines and reconciliation of all collections and payments with the corporate Finance department Keep track of cash flow and ensure all vendors payments, statutory and fees and payments with respect to the Maharashtra region are made on time Business Process Ensure creation of potential databases from insurers and other sources Ensure quote management as per laid down standards and timelines Ensure Updation of KPTS (Key Prospect Tracking System) immediately Ensure policy papers are obtained by teams from existing and potential clients Oversee thorough analysis of Policy Portfolio of existing and potential clients with inputs from the underwriting and claims department to verify that the client has adequate coverage and best of rates and prepare offerings to bridge gaps Oversee claims team and service claims to enhance brand image by enabling the client to get pending claims towards obtaining new business Conduct periodic meetings to monitor progress of key accounts, strategic initiatives, market trends as well as performance of individuals and teams Ensure collation of data pertaining to existing clients by underwriting & client servicing team, meeting with client at least one and a half month before renewal to initiate the process of renewal and renewal of existing policies before expiry following all steps of structured process laid down by the company Ensure timely servicing of all clients needs with respect to declaration of all types of policies, certificate verification, endorsement, refunds and other related matters Ensure immediate entries in the KPTS/ SAIBA in case business does not mature in spite of underwriting support Ensure Compliance with IRDA norms Ensure uploading of IAR (Industrial All-Risk policies) and endorsements, if any, in SAIBA Ensure accuracy of underwriting so that no claim gets jeopardized/repudiated because of underwriting flaws Ensure compliance of all statutory matters with respect to the business and establishment of the North region Ensure proper settlement of the claim in the shortest possible time to the satisfaction of the client Monitor resolution of all complex technical issues in claims and timely handling of the same for quick disposal of the claim Monitor Updation of each step in SAIBA by the claims team Customer Ensure sending of introductory mails or letters, call for appointment before the initial meeting and send thank you note and brochure to all prospective clients after the same Ensure collation of client lists Visit key existing clients on a periodical basis Ensure insurance policies are issued and delivered to the client by the underwriting Monitor collection of premium cheque on time Ensure best possible client service with respect to all new clients by Checking with the underwriting team about the status of the renewal notice and progress of the renewal process Ensuring claims are serviced to enable settlement of claims Ensure classification of potential customers into A-B-C category and implementation the following action: Catering to all requirements through close liaising with respect to A category and close Liaising with B category to convert the leads Maintaining the C category in the database and schedule follow-up Ensure submission of MIS (budget track sheet / wins & mandates) to Finance & Accounts department Track activity report (WTD/ MTD) with analysis & comments by the team and keep the management updated Conduct fortnightly meetings along with the claims department to monitor progress of business development and claims and quarterly/ bi-monthly/ monthly visits by client servicing executives and also verify satisfaction of client servicing needs Prepare activity report for marketing and underwriting (MIS to management) Provide Information to the management on large accounts for advice and interface in order to close account Ensure circulation of newsletters to customers Ensure all internal customers, at the Maharashtra Region office, have safe, clean, conducive working environment People Growth Always keep self-updated with latest variations in product offerings Conduct training sessions for marketing team as well underwriting and claims teams for improving client interactions Set objectives, review and evaluate performance periodically and give feedback Ensure, Reward & Recognition programs and employee engagement activities are conducted in coordination with the corporate HR department to boost motivation levels of employees Perform all such duties which are required to be performed by this position in an insurance broking house in general course and to perform all such duties and carry out all such responsibilities so delegated or asked to be performed by the Designated Authority from time to time External Interface: Internal interface: Existing clients Prospective clients Insurance companies Contractors Vendors Employees Preferred Competencies of Incumbent a) Functional Competencies Demonstrates domain knowledge in own area of operation Understands product offerings Understands service standards as per Organization ethos Learns continuously and keeps self-updated b ) Leadership Competencies : Relationship Building Networks effectively with both external and internal customers Focuses on building long term sustainable relationships Delivers on commitment every time Creative & Analytical Problem Solving Understands the strategic objectives of the Organization, unit, function Collates data and analyses them objectively Takes objective decisions based on data to achieve the strategic objective of the Organization Goes the extra mile to achieve creative solutions Customer Focus Designs solutions that meet the requirements of the customer (external/ internal) Demonstrates a sense of urgency to resolve all external and internal customer concerns and responds to queries and requests within defined timelines and processes Educates customers (external/ internal) about changes in processes, policies and offerings Creates long term relationships with customers (external/ internal) through continuous interface Obtains customer (external/ internal) feedback to improve processes Promotes loyalty and converts customers to brand ambassadors Achieves customer delight with respect to both internal and external customers Is sensitive to code of conduct in office and customer establishments Perseverance Makes all possible effort to understand the viewpoints of external and internal customers Takes all possible steps to resolve issues Understands the importance of deadlines, proactively remove roadblocks and deliver as per requirement Tries alternatives to achieve target Does not give up in the face of adversity Explains own point of view assertively to get necessary support and approval Is patient and persistent towards follow up on all leads and prospects generated during the past towards new client acquisition Achievement Orientation Understands the strategic objectives of the Organization, unit, function Aligns individual and team targets with strategic goals Plans and deploy appropriate resources to meet targets in the short and long term Goes the extra mile to achieve targets as per committed timelines and enable the team to do so Achieves and motivates excellence irrespective of circumstances Shares best practices across businesses Benchmarks with the best and continuously raises the bar Upgrades competencies of self and team to achieve excellence Page 1 of 6
Posted 2 months ago
3 - 8 years
3 - 6 Lacs
Nasik, Pune, Mumbai
Work from Office
Role Highlights : Sell SME insurance products (GMC, GPA, Fire, Stock, Marine etc) Recruit, train & manage insurance agents to drive sales Build strong agent relationships & ensure business growth Develop market strategies & achieve revenue targets Requirements: Experience in SME & Non-Motor insurance (Mandatory) Strong knowledge of general insurance & Agency Channel. Proven track record in agent recruitment & training. Excellent communication & leadership skills Interested Candidates can share their updated resumes on 9068553303 .
Posted 2 months ago
2 - 5 years
5 - 8 Lacs
Ahmedabad
Work from Office
Role & responsibilities Property and engineering line underwriting through evaluation of risk for direct and corporate channels Risk engineering through physical and virtual inspection and evaluation of risk Techno marketing by having primary discussions with brokers and clients to understand their requirements and to understand their requirements and offer quotes accordingly and also to help marketing team in converting non -motor business. Responsible for liability bookings, FAC payments(if applicable), and slips Acting as a point person for Borderex dumps, premiums, claims, etc. Coordinating with the IT team for Borderex updates Working with Borderex and cross checking the premium claim register Reconciling agriculture SOA, claims, and premium Preferred candidate profile Non motor sales candidates can apply Candidates who have Graduated from - National Insurance Academy, Pondicherry University and National Law University, will be given preference.
Posted 2 months ago
0 - 5 years
2 - 6 Lacs
Pune, Mumbai, Mumbai (All Areas)
Work from Office
Driving recruitment, training and activation of agents Monitor agent business performance to ensure activation Generation of leads to drive sales ensuring achievement of sales targets Follow up on policy renewals Communication of conventions and campaigns Increasing product awareness among agents. Compulsory Field Work
Posted 3 months ago
2 - 7 years
2 - 7 Lacs
Chennai, Bengaluru, Hyderabad
Work from Office
Job description 1. Should be from insurance broking background and having 2+ years experience in agency role background. 2. Sound knowledge of insurance in retail Motor, life & health insurance. 3. Responsible for Recruitment, onboarding and activation of Partners/Agents. 4. Primary role - Drive sales through the agency network, create a distribution network of agents. 5. Helping Partners/Agents in the sales calls by traveling with them for the same and taking the onus of closure of sales. 6. Conduct continuous agent training program.Role & responsibilities
Posted 3 months ago
1 - 6 years
1 - 5 Lacs
Pune
Work from Office
GREETINGS FROM PROBUS INSURANCE BROKER PVT. LTD!! WE HAVE AN URGENT REQUIREMENT FOR BACKEND SALES SUPPORT FOR SME Insurance VERTICAL!! Location: Pune Insurance Products to be handled: Fire, Burglary Marine, Engineering , Liability, Travel, Property and Misc policy Key Responsibilities: 1. Answers phone calls from customers and deals with problems as they arise 2.Takes sales information and puts it into an easily readable format 3. Follows up with customers to make sure that they are satisfied with a particular product 4. Makes sure that sales persons are on track with sales goals 5. Provides any necessary data or reports to the sales team 6. Exerts attention to detail, as customers may have the same problems; reports the problems as necessary 7. Arranges appointments with clients and sales team 8. Acknowledges customers by responding to emails, texts, and phone calls 9. Deals with any customer complaints and resolves the issue as necessary 10. Does any necessary administrative work including filing reports or presenting sales team with necessary documents 11. Need to Co-ordinate with all the existing POS , support them with illustration/quotations/logins/issuance , etc Key Skills Required: Policy Issuance Coordination and Communication Quotation Preparation Insurance knowledge in SME Insurance If you have a strong background in insurance and are ready to take on this pivotal role, wed love to hear from you! Apply today by: Emailing your resume to priyanka.nirmal@probusinsurance.com Contacting us at +91 76608 29067
Posted 3 months ago
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