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Fortune 5 Risk Management Solutions Llp
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Relationship Manager Customer Service Executive (General Insurance)

Relationship Manager Customer Service Executive (General Insurance)

Fortune 5 Risk Management Solutions Llp

2 - 7 years

3 - 8 Lacs

mumbai

Posted:5 days ago| Platform:

Apply

Skills Required

customer service insurance broking general insurance sales corporate insurance general insurance fire insurance property insurance vehicle insurance motor insurance home insurance marine insurance insurance travel insurance liability insurance health insurance

Work Mode

Work from Office

Job Type

Full Time

Job Description

Job Summary

Relationship Manager / Customer Service Executive

This role is strictly for candidates with prior General Insurance industry experience.

Key Responsibilities

Meet and interact with
customers, corporate clients, and sub-agents
Understand client requirements across
Motor, Health, Property, Marine, and other General Insurance products
Liaise with
internal operations teams
and
insurance company officials
for:

Quotations
Renewals
Endorsements
Policy issuance

Ensure
timely resolution
of client and agent queries
Follow up for
premium conversion and policy closure
Maintain proper
documentation, CRM records, and compliance
Support relationship retention and renewal servicing
Ensure all activities are in line with
IRDAI and company guidelines

Mandatory Experience & Skills (Non-Negotiable)

Minimum 1 years of experience
in a
General Insurance Broker, Corporate Agent, or Insurance Company
Experience in a
similar client servicing / relationship management / customer service profile
is
mandatory
Hands-on exposure to
insurer portals and broker operations
Sound working knowledge of:

Motor Insurance (mandatory)
Health Insurance (mandatory)
Property / Commercial Lines (preferred)

Strong communication, coordination, and follow-up skills

Candidates without General Insurance industry experience will not be considered.

Qualification

Graduate in any discipline
Insurance certifications (IRDAI / III / company trainings) preferred

What We Offer

Long-term career growth in a growing brokerage
Exposure to
multi-line General Insurance products
Performance-linked incentives
Professional, ethical, and supportive work environment

How to Apply

Interested candidates may email their resume to:

jobs@fortune5.in

Subject: Application Relationship Manager / Customer Service (GI)

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