We are Planswell Insurance Brokers Pvt Ltd. (Promoted by a group of Chartered Accountants and Lawyers). We are seeking a detail-oriented and experienced Claims Manager to lead and manage the claims function across individual and corporate insurance lines in our insurance broking firm. The role is critical to ensuring efficient claims processing, superior customer service, regulatory compliance, and strong insurer relations. Key Responsibilities: Claims Handling & Coordination Oversee end-to-end claims process for all lines of business (Health, Motor, Property, Liability, Marine, etc.)—from intimation to settlement. Act as the primary liaison between clients and insurance companies to ensure fair, timely, and accurate claim outcomes. Review, validate, and submit claims documentation for both retail and group/corporate policies. Investigation and negotiations Conducting thorough investigations by contacting claimants, witnesses, and other relevant parties to gather information about the incident and assess the extent of damages. Negotiating settlement amounts with claimants or their representatives, especially in complex or disputed cases. Client & Stakeholder Management Provide guidance and support to clients during stressful claims situations with empathy and professionalism. Coordinate with internal account managers, underwriters, surveyors, and TPAs for smooth claim resolution. Educate clients on claims processes, documentation requirements, and grievance mechanisms. Operations Maintain claims registers, status reports, and claims MIS for management review. Implement SOPs to standardize claims handling and improve turnaround times. Compliance & Quality Assurance Ensure adherence to IRDAI regulations and internal risk controls. Monitor high-value or suspicious claims for fraud risk and escalate where necessary. Support audit processes and maintain accurate records for internal and regulatory reporting. Qualifications & Experience: Bachelor’s degree (mandatory) Minimum 5-8 years of experience in insurance claims management Sound understanding of various insurance products across life and non-life segments. Proficient in MS Office, Excel reporting, and insurance software/claims platforms. Key Skills: Strong communication and negotiation skills Excellent problem-solving and decision-making ability Client-centric approach with high attention to detail Ability to handle pressure and multitask across large volumes Familiarity with IRDAI regulations and industry codes of practice Compensation: As per industry standards based on experience and qualifications.
We are Planswell Insurance Brokers Pvt Ltd. (Promoted by a group of Chartered Accountants and Lawyers) with a commitment to placing our clients’ interests at the forefront. We offer expert consultancy, competitive quotations, risk inspections, and dedicated support for the settlement of genuine claims. Backed by a young and dynamic team with deep industry knowledge, we aim to create a strong impact in the insurance sector through exceptional client service and robust partnerships with leading insurers. We are seeking a detail-oriented, experienced and self-driven Insurance Advisor (Sales Specialist) cum Underwriter who can independently generate leads and close sales without relying on company-provided data or telecalling support. Role Description This is a full-time on-site role located in New Delhi for an Insurance Advisor (Sales Specialist) cum Underwriter. The individual will be responsible for generating leads, assessing clients' insurance needs, developing tailored insurance solutions, and advising clients on the best policies. The role involves acquiring and managing relationships with corporate as well as Individual clients by evaluating risks, underwriting policies, and providing excellent customer service to ensure client satisfaction. Key Responsibilities: Generate own leads through personal network, field activity, referrals, social media, or digital outreach. Pitch appropriate life/general and all types of insurance products to prospective clients. Schedule meetings with potential customers to assess their insurance needs. Provide detailed policy information, comparisons, and after-sales support. Maintain daily/weekly sales reports and pipeline updates. Meet or exceed monthly premium targets and activity benchmarks. Qualifications Minimum 3-5 years of experience in insurance sales. Proven ability to work independently without lead/data support. Strong personal or professional network for lead sourcing. Insurance and Underwriting skills Excellent communication, negotiation, and relationship-building skills. Strong Customer Service skills Ability to work independently and as part of a team Compensation: As per industry standards based on experience and qualifications. How to apply: Apply here through LinkedIn or Send your CV to aayush@planswellib.in