Corporate Insurance Sales

4 weeks ago

Bengaluru, India Disha Capital Full time

Position: Techo Marking – Insurance Broking

Location: Bengaluru / Delhi / Mumbai

Website: www.Dishainsurance.Com

Job Overview

We are seeking a tech-savvy, results- Techo Marking – Insurance Broking to drive corporate insurance sales and business growth. The role combines strategic sales, digital engagement, and technical expertise across Employee Benefits, Fire, Engineering, and Liability insurance.

Key Responsibilities

1. Client Relationship Management

· Act as the primary contact for key corporate clients.

· Maintain strong relationships with decision-makers and stakeholders.

· Understand client business needs and provide suitable risk & insurance solutions.

2. Service Delivery & Operations

· Oversee policy issuance, endorsements, claims support, and renewals.

· Ensure timely delivery of policy documents, certificates, and reports.

· Coordinate with insurers for competitive pricing and coverage enhancements.

3. Business Retention & Growth

· Manage renewal strategies for large corporate accounts.

· Identify cross-selling and up-selling opportunities within existing clients.

· Support business development teams in new client pitches by providing servicing insights.

4. Team Leadership & Process Improvement

- Lead and mentor a team of servicing executives and managers.

- Monitor SLA adherence, ensure process efficiency, and reduce errors.

- Implement best practices for client engagement and service excellence.

- Develop and implement data-driven sales strategies to acquire and retain corporate clients.

- Build relationships with HR managers, benefits managers, and C-suite executives.

- Conduct digital and in-person presentations, negotiate deals, and close contracts.

- Collaborate with marketing on targeted campaigns and digital content.

- Oversee Employee Benefits advisory, claims resolution, and compliance.

- Provide analytics-driven sales reports and mentor sales team members.

- Ensure regulatory compliance and maintain strong relationships with clients and insurers.

Technical Expertise:

- Fire Insurance: Asset protection, RIV, and claims advocacy.

- Engineering Insurance: CAR, EAR, MB policies, technical underwriting.

- Liability Insurance: CGL, PI/E&O, D&O coverage and risk mitigation.

Requirements

- Bachelor’s degree in Business/Marketing or related field.

- 5–8 years in corporate sales/business development within insurance.

- Proven track record in sales, client acquisition, and relationship management.

- Strong knowledge of insurance products, underwriting, and market trends.

- CRM proficiency, digital engagement skills, and analytical mindset.

- Willing to travel;
two-wheeler ownership required.

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