Client Servicing Manager

4 hours ago


India Anand Rathi Insurance Brokers Ltd Full time

Function Purpose

The Servicing Function in our insurance broking company is responsible for providing exceptional service and support to our clients throughout their engagement with our organization. This function aims to ensure client satisfaction, maintain strong client relationships, and contribute to the overall success and growth of the business.

Role Purpose

The purpose of the Servicing Role is to act as a primary point of contact for clients, assisting them with their insurance-related needs, inquiries, and concerns. The role is pivotal in ensuring that clients have a positive experience, receive timely and accurate information, and have their insurance requirements met effectively.

Key Expectations of the Role

1.Client Relationship Management :

  • Build and maintain strong relationships with clients through regular communication and follow-ups.
  • Understand clients' insurance needs and provide appropriate solutions or assistance.

2.Policy Management and Processing :

  • Handle policy issuance, renewals, endorsements, and cancellations in compliance with organizational and industry guidelines.
  • Ensure accuracy and completeness of policy documentation and related processes.

3.Client Queries and Issue Resolution :

  • Address client inquiries, concerns, and complaints promptly and professionally.
  • Collaborate with internal teams to resolve issues and provide satisfactory solutions to clients.

4.Cross-Selling and Upselling :

  • Identify opportunities to cross-sell or upsell additional insurance products to existing clients.
  • Provide clients with information about additional coverage options that may benefit them.

5.Compliance and Documentation :

  • Ensure compliance with all regulatory and legal requirements in insurance servicing activities.
  • Maintain accurate and up-to-date client records and documentation in accordance with company policies.

Competencies Required for the Role

1.Customer Focus :

  • Demonstrates a strong commitment to meeting customer needs and exceeding customer expectations.
  • Shows empathy and actively listens to clients to understand their requirements.

2.Communication Skills :

  • Communicates clearly and effectively, both verbally and in writing, to convey complex information in a simple and understandable manner.
  • Demonstrates active listening and understands the nuances of effective client communication.

3.Problem-Solving and Decision-Making :

  • Identifies issues, analyzes problems, and proposes effective solutions in a timely and efficient manner.
  • Makes informed decisions considering relevant factors and potential impact on clients and the organization.

4.Team Collaboration :

  • Collaborates and works effectively with team members, sharing information and ideas to achieve common goals.
  • Demonstrates a willingness to support team members and contribute to team success.

5.Interpersonal Skills : Strong interpersonal skills, including the ability to build rapport and maintain positive relationships with clients.

Personal Qualifications

  • Educational Background : A bachelor's degree in business administration, insurance, finance, or a related field is preferred.
  • Experience : Prior experience in insurance servicing or customer support within the insurance industry is advantageous.
  • Certifications : Relevant certifications in insurance services or customer relationship management are beneficial.
  • Technology Proficiency : Proficient in using insurance management software and Microsoft Office suite (Word, Excel, Outlook, etc.).


  • india MullenLowe Lintas Group Full time

    Designation: Brand Services Manager/Client Services ManagerExperience: 6 Months - 2 YearsThis is the first position within the function and the primary role is to ensure the smooth execution of projects on his / her business.DutiesThe duties broadly describe expectations at this level; some variations may exist due to client and business requirements.1....


  • india MullenLowe Lintas Group Full time

    Designation: Brand Services Manager/Client Services Manager Experience: 6 Months - 2 Years This is the first position within the function and the primary role is to ensure the smooth execution of projects on his / her business. Duties The duties broadly describe expectations at this level; some variations may exist due to client and business requirements....


  • india MullenLowe Lintas Group Full time

    Designation: Brand Services/ Client Services ManagerExperience: 1 - 2 YearsThis is the first position within the function and the primary role is to ensure the smooth execution of projects on his / her business.DutiesThe duties broadly describe expectations at this level; some variations may exist due to client and business requirements.1. Brand Deliveries -...


  • India MullenLowe Lintas Group Full time

    Designation: Brand Services/ Client Services Manager Experience: 1 - 2 Years This is the first position within the function and the primary role is to ensure the smooth execution of projects on his / her business. Duties The duties broadly describe expectations at this level; some variations may exist due to client and business requirements. ...


  • india Aditi Consulting Full time

    What We DoAditi is a leading, rapidly growing technology solutions company providing a broad range of services for Fortune 500 clients across 50 states, 7+ industries, with offices in five global delivery centers. We work at the intersection of business and technology helping our client partners scale and accelerate their digital transformations and...


  • India Talent Corner HR Services Pvt Ltd Full time

    `Company: Events industry. Location: Ujagar Industrial Estate, Waman Tukaram Patil Marg, Deonar, Chembur, Mumbai, 400088 Designation: Client Servicing Manager (MANDATORY: WORKED UNDER EVENT AGENCIES ONLY) Experience – 5 + Years Salary Range – Upto 60k/month ( 7.20 LPA) Working days and time: Mon. to Fri. Time: 10 am to 6:30 pm ...


  • india CAB Experiences Full time

    Manager – Client Servicing Job Responsibilities: Understand requirements and details of each event. Understand the clients' needs and wants. Plan and organize events with attention to financial and time constraints. Meet with clients and coordinate with them regularly. Brainstorming with cross functional teams like Creative and Operations to crack the...


  • India CAB Experiences Full time

    Manager – Client Servicing Job Responsibilities: Understand requirements and details of each event. Understand the clients' needs and wants. Plan and organize events with attention to financial and time constraints. Meet with clients and coordinate with them regularly. Brainstorming with cross functional teams like Creative and Operations to...


  • india client Full time

    Must: My SQL (Less experience/exposure will also work) & MS SQL English Communication: Very Good (One interview round will be conducted by US Team too) Experience: 3 to 5 Years Industry: IT Products (Telecom) It's a development center at Ahmedabad of a US based company. Requirements: · Manage database systems including database storage, user access...


  • India MullenLowe Lintas Group Full time

    Role Summary:This is a Client Services Manager position at MullenLowe Lintas Group. The role will be responsible for ensuring smooth project execution and working closely with various departments to meet client needs.Key Responsibilities:1. Project Coordination - Coordinate project timelines, ensure timely delivery, and manage project resources...


  • india SoCheers Full time

    Experience: 3 to 4 yearsWho are you?You have excellent oral and written communication skillsYou have a problem solving and a solution-oriented approachYou have an ability to manage a team, co-ordinate with the client and streamline the requirementsYou have really good understanding of the Advertising; Marketing industry, including markets, trends and...


  • india A Banking client Full time

    #Hiring Technical Delivery Manager with our leading client in Riyadh Crystal Solutions Ltd., is a Leading International Recruitment Service provider for more than 30 Years across the globe. We have an opening for a Technical Delivery Manager for a leading Client in Riyadh. Work Location : Saudi Arabia (Riyadh) Designation : Technical Delivery Manager Years...


  • india Sutra... Full time

    Hiring: Client Servicing Manager – AdvertisingAre you a seasoned professional with a knack for building strong client relationships and managing successful advertising campaigns? Sutra Bangalore is looking for an experienced Client Servicing Manager to join our team. With 4-6 years in the advertising industry, you’ll play a pivotal role in delivering...


  • India Sutra... Full time

    Hiring: Client Servicing Manager – Advertising Are you a seasoned professional with a knack for building strong client relationships and managing successful advertising campaigns? Sutra Bangalore is looking for an experienced Client Servicing Manager to join our team. With 4-6 years in the advertising industry, you’ll play a pivotal role in delivering...


  • india Sutra... Full time

    Hiring: Client Servicing Manager – Advertising Are you a seasoned professional with a knack for building strong client relationships and managing successful advertising campaigns? Sutra Bangalore is looking for an experienced Client Servicing Manager to join our team. With 4-6 years in the advertising industry, you’ll play a pivotal role in delivering...


  • india General Manager Full time

    The ideal candidate will have experience leading a team and managing the daily operation of the business. They will be responsible for maintaining the standard of work from employees as well as onboarding and hiring new team members.  ResponsibilitiesProvide leadership and direction to a team of people Manage operations and finances of business Recruit and...


  • India DViO Digital Full time

    Job Title: Lead- Client Operations Company: DViO Digital Pvt Ltd Location: Bangalore Job Type: Full-Time About DViO Digital: DViO Digital is a leading agency specializing in innovative digital marketing strategies. We are looking for a Lead Client Operations to manage client accounts, ensure seamless execution of campaigns, and drive...

  • Manager biostatistics

    3 weeks ago


    India Manager, Biostatistics Full time

    Premier Research is looking for a Manager Biostatistics to join our Biostatistics team in India. You will help biotech, medtech, and specialty pharma companies transform life-changing ideas and breakthrough science into new medicines, devices, and diagnostics. What we do is profoundly connected to saving and improving lives, and we recognize our team...


  • india FoxyMoron Full time

    1. Client Relationship Management:-Ensure team adherence to the client's brand identity, core values, and USPs to execute digital strategies effectively.-Develop and maintain strong, trusting relationships with clients.-Develop comprehensive brand plans that align with the client's long-term objectives and marketing goals.-Serve as the primary point of...

  • Manager Biostatistics

    4 weeks ago


    India Manager, Biostatistics Full time

    Premier Research is looking for a Manager Biostatistics to join our Biostatistics team in India. You will help biotech, medtech, and specialty pharma companies transform life-changing ideas and breakthrough science into new medicines, devices, and diagnostics. What we do is profoundly connected to saving and improving lives, and we recognize our team members...