As an EB Placement Manager, you will be responsible for designing, negotiating, and securing employee benefit insurance solutions such as health, life, and accident coverage for corporate clients. Your role will involve acting as the bridge between clients, insurers, and internal teams to ensure optimal coverage and cost efficiency. You will collaborate with sales and client-facing teams to understand insurance needs for fresh, rollover, and renewal cases. Your responsibilities will include preparing and managing Requests for Quotations (RFQs), tracking insurer responses, and maintaining turnaround times. Additionally, you will present claims data and coverage needs to insurers, negotiate premiums and terms, and secure the best deals. Evaluating multiple insurer quotes and creating comparative statements to guide client decisions will also be part of your duties. Ensuring accurate documentation and smooth issuance of policies, including endorsements and renewals, will be crucial. You are expected to stay updated on industry trends, regulations, and competitor offerings to enhance client solutions. Building strong relationships with insurer points of contact, brokers, and internal departments to streamline operations is essential for this role. Qualifications & Skills: - 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,
You will be responsible for identifying, prospecting, and acquiring new corporate clients in commercial lines such as Property, Engineering, Liability, Marine, Group Health, etc. Your primary goal will be to develop and execute strategic sales plans to achieve business targets and grow the commercial insurance portfolio. You will lead end-to-end sales cycles, from building client relationships to closing deals. Maintaining and enhancing long-term relationships with clients is another crucial aspect of the role. Your focus will be on procuring business, ensuring renewal retention, and identifying cross-selling opportunities. Understanding client needs and providing customized insurance solutions will be essential. You will serve as the primary contact point for high-value clients, guaranteeing service delivery excellence. In terms of market intelligence and strategy, you will analyze industry trends, competitor offerings, and market dynamics to uncover new opportunities. Your inputs will contribute to product development or enhancements based on client feedback and market demands. Collaborating closely with underwriters and insurers will be necessary to secure better terms and competitive pricing. Additionally, you will play a key role in team leadership and collaboration. Mentoring and guiding junior team members or relationship managers will be part of your responsibilities. Coordinating with internal teams such as claims, placement, and compliance to ensure smooth service delivery will also be essential. Your involvement in management meetings and contribution to sales forecasting and planning are expected. Maintaining accurate records of client interactions, opportunities, and pipeline status using CRM tools is crucial. You will be responsible for ensuring adherence to IRDAI regulations and internal compliance standards. Providing regular business updates and reports to the leadership team will also be part of your duties. To excel in this role, you should hold a Graduate or Postgraduate degree in Business, Insurance, or a related field (MBA preferred) and be IRDAI Broker Qualified. You should have at least 8-12 years of experience in commercial insurance sales, preferably in an insurance broking firm, with a proven track record of closing large commercial deals and achieving sales targets. Key skills and competencies required for this position include in-depth knowledge of commercial insurance products, strong network and client handling abilities, excellent negotiation and presentation skills, strategic thinking with a business growth mindset, and proficiency in CRM and MS Office tools.,
As an EB Placement Manager, you will be responsible for designing, negotiating, and securing employee benefit insurance solutions such as health, life, and accident coverage for corporate clients. Your role will involve acting as the bridge between clients, insurers, and internal teams to ensure optimal coverage and cost efficiency. Key Responsibilities: - Collaborate with sales and client-facing teams to understand insurance needs for fresh, rollover, and renewal cases - Prepare and manage Requests for Quotations (RFQs), track insurer responses, and maintain turnaround times - Present claims data and coverage needs to insurers, negotiate premiums and terms, and secure the best deals - Evaluate multiple insurer quotes and create comparative statements to guide client decisions - Ensure accurate documentation and smooth issuance of policies, including endorsements and renewals - Stay updated on industry trends, regulations, and competitor offerings to enhance client solutions - Build strong relationships with insurer points of contact, brokers, and internal departments to streamline operations Qualifications & Skills: - 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 Insurance Broker at Unilight Insurance Brokers Pvt Ltd, your primary responsibility will be to manage end-to-end renewals of non-EB Commercial lines. This includes handling tasks such as declaration management, endorsement requirements, and instalment management for clients. Key Responsibilities: - Maintaining a strong relationship with insurers to ensure smooth operations. - Conducting price and terms negotiations with insurers to secure the best deals. - 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 data maintenance requirements. - Conducting portfolio reviews and engaging with clients effectively. Qualifications: - Any Graduate / Postgraduate degree. - Non-EB product knowledge, primarily focusing on property lines. - Previous experience in client servicing and/or underwriting would be advantageous. Required Skills: - Strong leadership abilities. - Proficient negotiation skills. - Excellent communication skills. - Organized and proactive approach to tasks. - Strong problem-solving abilities. Preferred Skills: - Previous experience in client servicing and/or underwriting would be preferred. Please note that the above job description pertains to the role of an Insurance Broker at Unilight Insurance Brokers Pvt Ltd.,
As a Corporate Sales Leader, your role is to drive strategic business growth, acquire and retain large corporate clients, develop key relationships with insurers, and ensure achievement of revenue and profitability targets. Your responsibilities include: - Develop and execute strategies for new client acquisition in specified regions. - Drive revenue growth through placement of corporate insurance programs such as Property, Liability, Marine, Engineering, and Employee Benefits. - Identify emerging business opportunities, niche markets, and large account prospects. - Lead high-value proposal development, RFP responses, and client presentations. - Build, maintain, and strengthen relationships with CXO-level decision-makers of corporate clients. - Ensure superior client servicing and retention through timely renewals and proactive engagement. - Work closely with placement, claims, and servicing teams to ensure delivery excellence. - Monitor client satisfaction and ensure continuous value addition through innovative risk solutions. - Lead, mentor, and motivate the corporate sales team to achieve individual and team targets. - Set clear KPIs, review performance regularly, and build a strong result-oriented culture. - Maintain strong working relationships with insurance company leadership for negotiations and support. - Engage with insurers for customized solutions, better pricing, and favorable terms for clients. - Develop annual business plans, revenue forecasts, and market penetration strategies. - Analyze market trends, competitor activities, and regulatory developments to shape business strategy. - Present periodic business reports and performance dashboards to top management. Key Performance Indicators (KPIs): - Revenue growth and profitability from the corporate portfolio. - Client acquisition and retention ratio. - Achievement of sales targets by the team and yourself. Skills & Competencies: - Strong leadership and team management capabilities. - Excellent business acumen, negotiation, and influencing skills. - Deep understanding of commercial insurance products and risk management. - Established corporate network and ability to build CXO-level relationships. - Strategic thinking with executional excellence. - Effective communication and presentation skills. Qualification & Experience: - Graduate / Postgraduate in any discipline (MBA or equivalent preferred). - Minimum 10-18 years of experience in corporate insurance sales / broking, with a proven track record in handling large accounts. - Strong knowledge of IRDAI regulations and broking operations. - Prior experience in leading high-performing sales teams in the insurance broking domain is preferred.,