Corporate Relationship Manager

13 hours ago


New Delhi, India Disha Capital Full time

Position:Corporate Relationship Manager - Insurance Broker Location:Bengaluru / Delhi / Mumbai Website:www.dishainsurance.com Job Overview We are seeking a results-driven Corporate Relationship Manager – Insurance Broker to lead corporate insurance sales and drive business growth. The role requires a blend of strategic sales capability, 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. Meeting with CFOs Preparing RFQs Engaging with key decision-makersTechnical 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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