Corporate Relationship Manager

1 day ago


New Delhi, India Disha Capital Full time

Corporate Relationship Manager Location: Mumbai,BKC Website: www.dishainsurance.comJob 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 Brokers • 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



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