An EB Placement Manager is responsible for designing, negotiating and securing employee benefit insurance solutions —such as health, life, and accident coverage —for corporate clients. They act as the bridge between clients, insurers, and internal teams to ensure optimal coverage and cost efficiency. 📌 Key Responsibilities Client Requirement Gathering : Collaborate with sales and client-facing teams to understand insurance needs for fresh, rollover, and renewal cases. RFQ Management : Prepare and manage Requests for Quotations (RFQs), track insurer responses, and maintain turnaround times. Negotiation & Placement : Present claims data and coverage needs to insurers, negotiate premiums and terms, and secure the best deals. Comparative Analysis : Evaluate multiple insurer quotes and create comparative statements to guide client decisions. Policy Issuance & Vetting : Ensure accurate documentation and smooth issuance of policies, including endorsements and renewals. Market Intelligence : Stay updated on industry trends, regulations, and competitor offerings to enhance client solutions. Stakeholder Coordination : Build strong relationships with insurer POCs, brokers, and internal departments to streamline operations. Qualifications & Skills Requirement Details Education Bachelor's degree (MBA preferred) Experience 4+ years in EB insurance placement or related roles Skills Negotiation, analytical thinking, insurance product comparison, client communication Tools Familiarity with CRM platforms, Excel, and insurance quoting systems
As an EB Placement Manager, you will be responsible for designing, negotiating, and securing employee benefit insurance solutions, including health, life, and accident coverage, for corporate clients. Your role will involve acting as the intermediary between clients, insurers, and internal teams to ensure optimal coverage and cost efficiency. Your key responsibilities will include collaborating with sales and client-facing teams to gather client requirements for insurance needs, preparing and managing Requests for Quotations (RFQs), negotiating premiums and terms with insurers, conducting comparative analysis of multiple quotes, ensuring accurate policy issuance and vetting, staying updated on industry trends and competitor offerings, and coordinating with stakeholders to streamline operations. To excel in this role, you should possess a Bachelor's degree (MBA preferred) and have at least 4+ years of experience in EB insurance placement or related roles. Key skills required include negotiation, analytical thinking, insurance product comparison, and client communication. Additionally, familiarity with CRM platforms, Excel, and insurance quoting systems will be beneficial in fulfilling your responsibilities effectively.,
Key Responsibilities: Claims Management: Handle and manage claims for Non-EB lines such as Property, Marine, Engineering, Jewellers Block, Fire, etc. Coordinate with clients, insurers, surveyors, and legal teams for smooth and timely claim resolution. Ensure end-to-end support to clients from claim intimation to settlement. Client Servicing: Provide proactive updates to clients regarding claim status. Maintain strong relationships with clients and ensure high satisfaction during claims handling. Conduct periodic reviews and claims MIS presentations with clients. Coordination with Insurers & TPAs: Follow up with insurance companies and third-party agencies for timely claim assessment and settlement. Negotiate and influence faster turnaround times and favourable settlements. Documentation & Compliance: Ensure proper documentation and timely submission of all claims-related paperwork. Adhere to IRDAI guidelines and internal compliance standards. Maintain accurate records of claim files, reports, and correspondences. Process Improvement & Reporting: Identify process gaps and recommend improvements in the claims management process. Provide regular reports and MIS to internal teams and clients. Support in audits, both internal and external. Team Collaboration: Work closely with the placement and servicing teams to ensure smooth communication. Train and guide junior staff (if applicable) on claims processes and systems.
Key Responsibilities: Claims Management: Handle and manage claims for Non-EB lines such as Property, Marine, Engineering, Jewellers Block, Fire, etc. Coordinate with clients, insurers, surveyors, and legal teams for smooth and timely claim resolution. Ensure end-to-end support to clients from claim intimation to settlement. Client Servicing: Provide proactive updates to clients regarding claim status. Maintain strong relationships with clients and ensure high satisfaction during claims handling. Conduct periodic reviews and claims MIS presentations with clients. Coordination with Insurers & TPAs: Follow up with insurance companies and third-party agencies for timely claim assessment and settlement. Negotiate and influence faster turnaround times and favourable settlements. Documentation & Compliance: Ensure proper documentation and timely submission of all claims-related paperwork. Adhere to IRDAI guidelines and internal compliance standards. Maintain accurate records of claim files, reports, and correspondences. Process Improvement & Reporting: Identify process gaps and recommend improvements in the claims management process. Provide regular reports and MIS to internal teams and clients. Support in audits, both internal and external. Team Collaboration: Work closely with the placement and servicing teams to ensure smooth communication. Train and guide junior staff (if applicable) on claims processes and systems. Show more Show less
Company Description Unilight Insurance Brokers Private Limited, licensed by IRDAI in 2013, aims to be a respected and credible insurance broker through fair, transparent, and ethical services. We guide our customers in purchasing appropriate insurance covers, delivering superior products and excellent service. As one of the fastest-growing brokerage houses in India, we offer tailor-made insurance solutions and claims management services. Our team comprises experienced professionals dedicated to timely and efficient service delivery. Role Description This is a full-time on-site role for a Business Development Manager located in Raurkela. The Business Development Manager will be responsible for identifying new business opportunities, building and maintaining client relationships, and managing the sales process. This role includes developing and executing sales strategies, meeting sales targets, and collaborating with the team to ensure customer satisfaction. The manager will also engage in market research, competitor analysis, and attend industry events to enhance business growth. Skills and Experience Strong business development, sales, and client relationship management skills Experience in market research, competitor analysis, and developing sales strategies Excellent communication, negotiation, and presentation skills Ability to work independently and as part of a team Proficiency in MS Office and CRM software Relevant experience in the insurance industry Bachelor's degree in Business Administration, Marketing
As an EB Placement Manager, you will be responsible for designing, negotiating, and securing employee benefit insurance solutions for corporate clients. Your role involves acting as the intermediary between clients, insurers, and internal teams to ensure optimal coverage and cost efficiency. - Collaborate with sales and client-facing teams to gather client requirements for insurance needs - Prepare and manage Requests for Quotations (RFQs) - Negotiate premiums and terms with insurers - Conduct comparative analysis of multiple quotes - Ensure accurate policy issuance and vetting - Stay updated on industry trends and competitor offerings - Coordinate with stakeholders to streamline operations Qualifications Required: - Bachelor's degree (MBA preferred) - Minimum 4+ years of experience in EB insurance placement or related roles - Key skills in negotiation, analytical thinking, insurance product comparison, and client communication - Familiarity with CRM platforms, Excel, and insurance quoting systems No additional details about the company are present in the job description.,
Role Overview: The EB Placement Manager will be responsible for managing the placement of Employee Benefits programs such as Group Health Insurance (GHI), Group Term Life (GTL), Group Personal Accident (GPA), with insurers. The role requires strong market knowledge, analytical skills and negotiation abilities to ensure optimal terms, competitive pricing and compliance with client requirements. The role also involves developing strong insurer relationships and supporting sales and servicing teams with placement expertise. Key Responsibilities: Placement & Negotiation: Manage end-to-end placement of Employee Benefits policies including GHI, GTL, GPA, and wellness programs. Prepare underwriting decks, seek quotations, and negotiate with insurers for competitive pricing and enhanced coverage. Evaluate and compare insurer proposals, prepare negotiation matrices, and finalize terms in line with client needs. Ensure adherence to regulatory and company compliance requirements in all placement activities. Market Engagement: Build and maintain strong relationships with insurance companies, TPAs, and wellness partners. Stay updated on market trends, new products, pricing changes, and regulatory updates impacting EB. Develop preferred insurer tie-ups and leverage relationships to secure favorable outcomes for clients. Support to Sales & Servicing Teams: Work closely with Corporate Sales, Account Management, and Servicing teams to design tailor-made solutions. Assist in pre-sales activities by providing technical inputs and placement strategies. Provide support during client meetings, renewals, and presentations, as required. Data Analysis & Reporting: Analyze claims data, utilization trends, and underwriting patterns to strengthen placement negotiations. Prepare placement reports, benchmarking studies, and market intelligence updates for internal and client use. Process & Compliance: Ensure timely renewal placement, documentation, and handover to servicing teams. Maintain accurate placement records, negotiation trails, and regulatory documentation. Contribute to internal process improvements and standardization of placement practices. Qualifications & Experience: Graduate/Post Graduate (MBA/PGDM preferred). Minimum 5–8 years of experience in Employee Benefits placement in insurance broking, insurance or TPA. Sound understanding of underwriting practices, claims and EB market dynamics.
Role Overview: The EB Placement Manager will be responsible for managing the placement of Employee Benefits programs such as Group Health Insurance (GHI), Group Term Life (GTL), Group Personal Accident (GPA), with insurers. The role requires strong market knowledge, analytical skills and negotiation abilities to ensure optimal terms, competitive pricing and compliance with client requirements. The role also involves developing strong insurer relationships and supporting sales and servicing teams with placement expertise. Key Responsibilities: Placement & Negotiation: Manage end-to-end placement of Employee Benefits policies including GHI, GTL, GPA, and wellness programs. Prepare underwriting decks, seek quotations, and negotiate with insurers for competitive pricing and enhanced coverage. Evaluate and compare insurer proposals, prepare negotiation matrices, and finalize terms in line with client needs. Ensure adherence to regulatory and company compliance requirements in all placement activities. Market Engagement: Build and maintain strong relationships with insurance companies, TPAs, and wellness partners. Stay updated on market trends, new products, pricing changes, and regulatory updates impacting EB. Develop preferred insurer tie-ups and leverage relationships to secure favorable outcomes for clients. Support to Sales & Servicing Teams: Work closely with Corporate Sales, Account Management, and Servicing teams to design tailor-made solutions. Assist in pre-sales activities by providing technical inputs and placement strategies. Provide support during client meetings, renewals, and presentations, as required. Data Analysis & Reporting: Analyze claims data, utilization trends, and underwriting patterns to strengthen placement negotiations. Prepare placement reports, benchmarking studies, and market intelligence updates for internal and client use. Process & Compliance: Ensure timely renewal placement, documentation, and handover to servicing teams. Maintain accurate placement records, negotiation trails, and regulatory documentation. Contribute to internal process improvements and standardization of placement practices. Qualifications & Experience: Graduate/Post Graduate (MBA/PGDM preferred). Minimum 58 years of experience in Employee Benefits placement in insurance broking, insurance or TPA. Sound understanding of underwriting practices, claims and EB market dynamics.
As an Insurance Broker at Unilight Insurance Brokers Pvt Ltd, you will be responsible for managing end-to-end renewals of non-EB Commercial lines. Your key responsibilities will include: - Maintaining a strong relationship with insurers. - Conducting price and terms negotiations with insurers. - Keeping a close eye on market developments related to products and pricing. - Ensuring operational efficiency by maintaining Turnaround Time (TAT) on deliveries and complying with regulatory requirements for data maintenance. - Conducting portfolio reviews and engaging with clients. To excel in this role, you should possess the following qualifications: - Any Graduate / Postgraduate degree. - Non-EB product knowledge, primarily in property lines. - Experience in client servicing and/or underwriting is preferred. Your success in this role will be supported by the following skills: - Leadership skills. - Negotiation skills. - Excellent communication skills. - Organized and proactive approach. - Strong problem-solving ability. Preferred skills for this role include prior experience in client servicing and/or underwriting.,