Assistant Manager/Relationship Manager - Insurance

Role Requirements :

- To ensure all policy documents are in order and Capable of data mining and identifying business opportunities.

- Studying the client's existing portfolio and consulting the client in managing risks involved in the existing transactions, portion of risks to be insured.

- Doing gap analysis of the existing policies, suggesting better terms and negotiating the same with the insurers.

- Working with Operations teams to get all the bookings done in the system/generate debit notes, etc.

- Placing 100% of the risk within the timeline

- To ensure all the documentations and the reinsurance documentation are complete.

- Are reaching the clients within agreed time period.

- Renewal tracking and ensuring timely reminders are sent to the clients for premium payment to ensure insurance continuity.

- Providing continuous assistance to our clients with regard to any query related to claims.

- Connect with peers, clients, prospects to generate business leads.

Technical Skills :

- MSOffice - Word, Excel, PowerPoint and Outlook.

- Claims handling experience (Non-Motor, Marine, Property, Engineering, Miscellaneous)

General Skills :

- Proven Leadership skills traits (elected leader in community, school & college).

- Background of having leadership role.

- Exceptional Selling & negotiation skills.

- Strong Analytical Skills, problem solving and decision making skills.

- Good Networking skills and Relationship Management skills.

- Strong Communication / Presentation skills

Prior Experience :

- 2-5 years of corporate relationship management experience from a service background.

- Ability to manage diverse client Cultures of Indian Corporate, MNC Corporation and PSU clients.

- Experience in Insurance Companies/ Insurance Broking company, Financial Services industry ( Investment Banking, Corporate Debt Syndication, Project Finance Advisory, etc focused on Corporate Solutions), Business Consulting Company

- Domain knowledge necessary

Education/ Qualification : MBA from a reputed B - School