Urgent Openings In General Insurance Broking Industry

We are urgently looking for various positions in our organizations:

1. Sales Commercial Lines: 5 positions

• Designation Manager and above
• Experience - 12+ years' experience in Insurance Sales domain

Job Descriptions: -

• Need to Specialized in Commercial lines of Business Property, Marine Cargo, Employee benefits (H&PA), Liability, Fire, Engineering and Miscellaneous etc.
• Developing strong relationship and generating fresh business from various companies.
• Identifying, qualifying, and pursuing business opportunities through market surveys and mapping as per targeted plans as well as through lead generation.
• Ensuring organic growth by endeavoring to acquire clients entire portfolio of commercial / retail insurance.
• Coordinating with management and other departments to ensure smooth functioning.
• Identify, qualify, and pursue new business opportunities through market research, lead generation, and networking.
• Develop and implement sales strategies to achieve revenue and profitability targets.
• Independently generate and manage leads, ensuring a strong sales pipeline.
• Build and maintain strong client relationships, ensuring retention and cross-selling opportunities through cold calls, referrals, and follow-ups.
• Work towards organic growth by managing and expanding clients insurance portfolios.
• Maximize revenue generation and achieve premium and profit targets.
• Prepare and analyze MIS reports for sales, business performance, and targets.
• Regularly review sales performance with management and implement corrective strategies.
• Ensure all booked business is accurately recorded and maintained in the system.
• Ensure alignment with management on sales strategies and operational efficiency.
• Address client queries, service issues, and escalate matters as needed.
• Work with technical and operations teams to ensure smooth policy servicing.
• Assist finance and accounts in resolving collection-related matters.

Candidate Profile: -

• Strong understanding of general insurance of various products.
• Proven leadership, sales, and relationship management skills.
• Excellent communication, negotiation, and strategic planning abilities.
• Ability to work independently and drive business growth proactively.
• Willingness to travel as per business requirements.

2. Client Servicing - Non-EB: 2 positions

• Designation Assistant Manager
• Experience - Min 5 Years

Job Descriptions: -

• Act as the primary point of contact for corporate and individual clients, ensuring a high level of client satisfaction.
• Understand client requirements and risks to offer tailored insurance solutions.
• Maintain and strengthen client relationships through regular communication via calls, emails, and meetings.
• Conduct client meetings to review policies, address concerns, and provide advisory support.
• Manage end-to-end policy servicing, including renewals, endorsements, and modifications.
• Ensure timely renewal of policies by coordinating with insurers and clients.
• Handle group policy management, including additions, deletions, and endorsements.
• Provide premium quotations and policy comparisons as per client needs.
• Assist clients with claim intimation, documentation, and submission to insurers/TPAs.
• Follow up on claims to ensure smooth processing and settlement while addressing escalations.
• Educate clients on claim procedures and required documentation.
• Maintain accurate records of client policies, claims, and endorsements.
• Ensure adherence to regulatory guidelines and internal compliance policies.
• Maintain and manage all relevant documentation and adhere to data management procedures.
• Assist clients with compliance-related queries and documentation.
• Identify opportunities to upsell or cross-sell additional insurance products.
• Develop and execute strategies to acquire new clients and expand business.
• Provide market insights and risk advisory to clients for informed decision-making.
• Liaison with insurance companies for policy servicing and claims resolution.
• Coordinate with internal departments, including Underwriting, Claims, and Operations, for seamless service delivery.
• Generate and present reports on policy status, claims, and pending renewals.
• Address and resolve client grievances efficiently.
• Manage and delegate responsibilities within the team to ensure operational effectiveness.

Required Candidate profile:-

• Proven experience in client servicing within the insurance broking sector.
• Strong knowledge of insurance products, policy servicing, and claims processes.
• Excellent communication, relationship management, and problem-solving skills.
• Proficient in MS Office (Excel, Word, PowerPoint) for reporting and documentation.
• Candidates with existing business relationships are preferred.
• Willingness to travel as per business requirements.

3. HEALTH CLAIMS :- 3 Positions

• Designation Assistant Manager
• Experience - Min 5 Years

Job Descriptions: -

• Oversee the complete corporate health insurance claims process, ensuring timely and accurate settlements.
• Coordinate with insurance companies, TPAs, hospitals, and corporate clients to facilitate smooth claim processing.
• Manage both cashless and reimbursement claim procedures, ensuring all required documentation is in place.
• Follow up on claim approvals, rejections, and escalations to minimize delays.
• Verify claim documents and ensure compliance with policy terms and conditions.
• Assist corporate employees with claim intimation, documentation, and tracking.
• Address queries related to claim status, approvals, deductions, and pending documents.
• Provide guidance on claim submission, eligibility, and insurer requirements.
• Educate employees on policy coverage, exclusions, and claim procedures.
• Maintain strong relationships with corporate clients, TPAs, and insurers to ensure efficient claims handling.
• Serve as the primary point of contact for corporate HR teams regarding health insurance claims.
• Conduct regular meetings with corporate clients to review claim trends and address concerns.
• Maintain records of all claims, approvals, rejections, and pending cases.
• Generate and share periodic claim reports with corporate clients and internal teams.
• Ensure adherence to regulatory guidelines and internal compliance standards.
• Identify and escalate fraudulent claims or discrepancies.
• Identify common claim issues and recommend process improvements for faster resolution.
• Escalate complex cases to senior management or insurance partners when necessary.
• Work on claim cost optimization strategies while ensuring fair settlements

Required Candidate Profile: -

• Should be proficient in Computer handling, English communication, Email writing skills.
• Prior experience with Broker and TPA is Mandatory.
• Strong knowledge of corporate health insurance claims and regulatory guidelines.
• Excellent communication and client relationship management skills.
• Handling volume of Health claims- Cashless and Reimbursement
• Proficiency in claims documentation, reporting, and process optimization.
• Ability to handle escalations and negotiate with insurers and TPAs.
• Proficiency in MS Office, especially Excel and reporting tools.

4. Reinsurance - Facultative: 3 positions

• Reinsurance - Facultative - Domestic: 1 position
• Designation - Manager
• Experience - Min 5 Years

• Reinsurance - Facultative - International: 2 positions
• Designation Vice President
• Experience - Min 8 Years

Job Descriptions: -

• Develop and manage reinsurance facultative business from Indian insurers and international markets.
• Scout new business opportunities and strengthen relationships with insurers and reinsurers.
• Scrutinize and present renewal information/statistics as a lead or following broker.
• Responsible for facultative underwriting and placements received from cedants/retro-cedants.
• Process submissions with necessary/relevant documents as per RI placement guidelines.
• Coordinate with underwriters and reinsurers across multiple international markets daily.
• Ensure timely updating of business in the RI system.
• Respond effectively to underwriting queries and facilitate negotiations.
• Act as a key liaison between insurers, underwriters, and reinsurers for facultative placements.
• Respond effectively to underwriting queries and facilitate negotiations.
• Maintain records of placed business, track renewals, and prepare related MIS reports.
• Follow up with cedants, reinsurers, and co-brokers for any facultative business matters.
• Control and manage renewal reminders as per defined TATs.

Required Candidate Profile: -

• Excellent market knowledge across Indian and international reinsurance sectors.
• Proficiency in handling facultative reinsurance placements.
• Strong analytical, negotiation, and relationship management skills.
• Ability to track market trends and identify new business opportunities.
• Willingness to travel as per business requirements
• Associate / Fellow of Insurance Institute of India (Preferred)
• Good Communication skills
• Excellent Command on MS-Office Suite Applications

Interested Candidates, Kindly forward us your Latest Resume along with Recent Picture of yourself to our email address: - hr@xperitusinsure.com