Underwriter property – Insurance Broking

Job Description: Lead Specialist / Deputy Manager / Manager – Insurance Broking

We are seeking a talented professional to join our Insurance Broking team. This role can be based in Mumbai or Pune with a hybrid work model (minimum three days a week in the office).

This position involves supporting onshore broking teams across client service, technical support, administration, and business development, ensuring efficient end-to-end management throughout the insurance lifecycle.

Key Responsibilities

Account Management

• Assist broking teams in developing, implementing, and managing risk management and insurance programs to address client needs.
• Build and manage strong, long-term client relationships with key decision-makers.
• Understand client businesses, risk exposures, and insurance needs.
• Support renewal and broking strategies as per client requirements.
• Contribute to new business acquisition while nurturing existing client portfolios.
• Support account retention and claim negotiation processes.
• Ensure accuracy and compliance in outputs from operations and processing teams.
• Participate in client and insurer meetings as required.

Administration and Technical Support

• Ensure timely and accurate production of all client documentation including premiums, adjustments, certificates, renewal reports, and insurance manuals.
• Liaise with operations teams for smooth work transitions, verifying accuracy and quality of deliverables.
• Maintain accurate and updated client records.
• Possess strong understanding of major classes of insurance and relevant legislation.
• Apply compliance and quality standards consistently across all deliverables.
• Assist in developing and implementing process improvements and leveraging technology tools.

Qualification and Experience Requirements

• Graduate with 6+ years of insurance broking or underwriting experience.
• Prior experience in general insurance or financial lines in broking/underwriting preferred.
• Professional Insurance Certifications (any of the following highly desirable):
• CPCU (Chartered Property Casualty Underwriter, USA)
• CII (Chartered Insurance Institute, UK) – Diploma/Advanced Diploma in Insurance
• III (Insurance Institute of India) – Licentiate/Associateship/Fellowship qualifications (India equivalent)
• Degree in Insurance, Risk Management, or Financial Services preferred.
• Understanding of global insurance practices, legislation, and compliance standards.
• Willingness to work in early shift timings (6:30 am – 3:30 pm IST).

Key Competencies

• Collaboration: Ability to connect Broking and Operations teams, working effectively in virtual and hybrid setups.
• Initiative: Proactive in taking responsibilities and risks, with minimal supervision.
• Efficiency: Strong organizational and time management skills to meet deadlines.
• Technology: Ability to effectively use insurance/finance IT tools and platforms.
• Communication: Strong verbal and written skills with adaptability to diverse audiences.
• Innovation: Open to developing new processes, approaches, and solutions.

Why Join?

• Opportunity to work with a dynamic team in a global-standard insurance broking environment.
• Professional development and certification support (CII, CPCU, III).
• Inclusive and diverse work culture encouraging collaboration and growth.
• Hybrid work flexibility with opportunities for career advancement.

Would you like me to also create a short job-board friendly version (summary-style) of this JD for faster applications, while keeping this one as the detailed JD attachment?

Experience:-4 to 10 years

Sal:- 13 to 18 lacs

Why join our team?

• We help you be your best through professional development opportunities, interesting work and supportive leaders.

• We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.

• Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.