Insurance Manager
2 days ago
Role & responsibilities
- Engage with existing clients to identify opportunities for cross-selling suitable insurance products (life, health, term, general).
- Conduct need-based analysis to recommend appropriate solutions aligned with client goals.
Manage the end-to-end insurance process including:
Proposal form filling and documentation
- Coordination with insurers/TPAs for underwriting and issuance
Ensuring compliance with regulatory and internal standards
Provide timely updates and maintain transparent communication with clients throughout the process.
- Maintain accurate client and policy records in the internal systems.
- Achieve assigned sales and process efficiency targets.
Build long-term client trust by ensuring after-sales service and renewals support.
Preferred candidate profile
- Graduate in any discipline and Insurance background is preferred.
- 13 years of experience in insurance sales, banking, or financial services.
- Strong communication and interpersonal skills.
- Ability to handle documentation and regulatory compliance with attention to detail.
Goal-oriented, self-motivated, and client-focused.
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