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2.0 - 6.0 years
0 Lacs
bihar
On-site
As an Insurance Sales Representative, you will play a crucial role in our Business Development Vertical by selling General & Life Insurance policies to customers across various states of India. Your primary responsibilities will include building strong relationships with new and existing clients, educating them about different insurance policies, advising them on suitable coverage options, and maintaining a positive rapport. In this role, you will work closely with internal stakeholders and clients to generate and mobilize insurance business. Your duties will involve answering client inquiries, identifying risk factors, analyzing existing policies, recommending changes when necessary, and ensuring compliance with company regulations. To excel in this position, you should possess a Bachelor's degree or a minimum of Plus 2 qualification in any specialization. Prior experience as an Insurance Sales Representative or in a similar sales role is preferred. You must have a solid understanding of various insurance policies, excellent communication skills, proficiency in Microsoft Office, strong sales and negotiation abilities, and outstanding presentation and customer service skills. As part of your job, you will be required to maintain client records, prepare reports for management, handle policy renewals, expand the client base, and stay updated on industry trends. Your proactive approach, organizational skills, and dedication to providing exceptional service to clients will be instrumental in achieving success in this role.,
Posted 8 hours ago
10.0 - 14.0 years
0 Lacs
karnataka
On-site
The Insurance Risk Advisory practice assists clients in identifying, measuring, prioritizing, managing, and monitoring exposures to insurable loss. The focus areas include sustainable energy (e.g., solar, wind, battery storage, hydrogen, etc.) and real estate. BDO serves as the independent insurance advisor and outsourced risk manager in these sectors. As a Director of Insurance Risk Advisory, you will be instrumental in guiding clients through risk identification and management processes. Your role involves understanding the US, European, and Bermuda insurance markets thoroughly. You will advise clients on risk retention and transfer strategies, such as captives, self-insurance, and insurance policies, primarily in sustainable energy and real estate sectors. Key Responsibilities: - Act as an Independent Insurance Advisor for sustainable energy and real estate sectors. - Conduct thorough insurance program diagnostics with gap assessments. - Provide services related to captive feasibility and utilization. - Perform third-party risk assessments. - Manage insurance risk management through outsourcing and co-sourcing. - Supervise casualty claims program management. - Handle insurance vendor management. - Lead technical engagements and collaborate with BDO USA and RISE teams. - Analyze insurance risk scenarios and offer recommendations for appropriate risk mitigation through insurance. Skills and Competencies: - Strong leadership and team collaboration abilities. - Strategic thinking to provide innovative solutions. - Detail-oriented with exceptional organizational skills. - Proficiency in risk management tools and software. Qualifications, Knowledge, Skills, and Abilities: Education: - Bachelor's degree Experience: - Over ten (10) years of experience in Risk Management, Insurance Company, Insurance Brokerage, Claims Administration, or professional client services role. - In-depth knowledge of the US, European, and Bermuda insurance markets. - Strong analytical skills to solve complex problems. - Excellent written and verbal communication skills. - Ability to work under pressure and manage multiple projects simultaneously. - Preferred experience in sustainable energy and real estate sectors. License/Certifications: - Progress towards completion of CPCU certification is preferred. - Progress towards completion of ARM certification is preferred. Software: - Proficient in Microsoft Office Suite, specifically Excel and PowerPoint. - Proficient in Chat GPT and Microsoft Co-Pilot. Other Knowledge, Skills, and Abilities: - Excellent verbal and written communication skills. - Strong organizational skills, especially meeting project deadlines with attention to detail. - Contributes to the development of engagement strategy. - Builds and maintains strong relationships with internal and client personnel. - Supports a collaborative work environment while striving for quality results. - Acts as the primary client contact on assigned engagements. - Manages firm and practice administrative matters effectively.,
Posted 10 hours ago
1.0 - 2.0 years
2 - 4 Lacs
Gurugram
Work from Office
We are looking for an experienced Insurance Trainer The ideal candidate will have a strong background in both General Insurance and Life Insurance, along with excellent communication and teaching skills.
Posted 4 days ago
0.0 - 3.0 years
0 - 1 Lacs
Nagpur
Work from Office
Sell car insurance of Tata AIG, ICICI, DIGIT etc via telecalling and Sales • Achieve monthly sales targets • Explain policy features and benefits clearly to customers. • Earn incentives + bonus on extra sales • Strong communication skills needed.
Posted 5 days ago
2.0 - 6.0 years
0 Lacs
agra, uttar pradesh
On-site
As a Field Investigation Officer at Droitte Healthcare Pvt Ltd, your primary responsibility will be to conduct thorough and accurate investigations into insurance claims. This will involve visiting claim sites, interviewing claimants and witnesses, analyzing evidence, and preparing detailed reports. It is essential to ensure compliance with regulatory standards and company policies while liaising with various stakeholders and maintaining precise records of case findings. To excel in this role, you should possess strong analytical and problem-solving skills, along with excellent communication and interpersonal abilities. Conducting interviews and gathering relevant information will be a crucial aspect of your daily tasks. A good understanding of regulatory compliance and insurance policies is necessary, as well as proficiency in preparing detailed reports and documentation. The role requires you to work independently and manage your time effectively. Prior experience in the healthcare or insurance industry would be advantageous. While a Bachelor's degree in a relevant field is preferred, the willingness to travel extensively and uphold strong ethical standards and integrity are essential qualities for this position.,
Posted 1 week ago
1.0 - 5.0 years
0 Lacs
maharashtra
On-site
You will be responsible for maintaining and enhancing service levels provided to clients to ensure the sustenance of existing business and identifying new business opportunities through methods such as cold calling, generating referrals, and networking. Your primary goal will be to deliver the best services to clients and banks. Your key responsibilities will include: - Reaching out to clients for renewals - Explaining policies to clients - Generating leads - Providing regular training for executives on policies and products - Maintaining a combined ratio and minimizing loss and cost of acquisition - Keeping CoR below 90% - Identifying and addressing fraudulent cases, including potentially ending partnerships with clients - Ensuring hygiene maintenance - Proactively meeting targets - Submitting cheques within 7 days - Adhering to IRDA regulations - Acquiring new partners - Approaching new clients You will collaborate with various internal stakeholders such as Operations for issuance and banking operations, Branch Managers for policy approvals and new leads, and Zonal Sales Managers for new partner acquisition. Externally, you will engage with Zonal Sales Managers for new partner acquisition and State Head Partners to explain new products and policies. The ideal candidate should have 1-2 years of experience in leading businesses across different geographies. A graduate from any discipline, preferably with an MBA, would be preferred for this role.,
Posted 1 week ago
5.0 - 10.0 years
4 - 4 Lacs
Agra
Work from Office
The Insurance Manager is responsible for overseeing the organization's insurance portfolio, ensuring optimal coverage, managing risks, and maintaining compliance with regulatory standards. This role involves strategic planning, policy management.
Posted 1 week ago
3.0 - 7.0 years
0 - 0 Lacs
ahmedabad, gujarat
On-site
As a Finance Controller in the Manufacturing industry located in Mulund, Mumbai, your work schedule will be from Monday to Saturday, 9:00 AM to 5:00 PM. You are required to have a minimum of 3 years of experience in accounting, preferably in a manufacturing environment. The salary range for this position is between 50,000 to 80,000 per month. Your key responsibilities will include reviewing and validating credit/debit notes, performing vendor account reconciliations, managing the company's cash flow, resolving finance-related queries, handling banking tasks, supporting the Credit Controller, verifying LC documents, preparing DP statements for banks, assisting in bank audits, overseeing export documentation, verifying factory petty cash statements, attending to bank work for directors, tracking vendor advances, renewing insurance policies, and coordinating claim settlements. To excel in this role, you should have proficiency in accounting software such as Tally, SAP, or similar ERP tools. Good communication and coordination skills are essential, especially while interacting with banks, factory staff, and internal teams. You should be able to work independently, manage multiple financial functions simultaneously, and have experience in handling export/import transactions and forex conversions. Knowledge of statutory forms like 15CA/CB and experience in bank audits will be considered as preferred qualifications.,
Posted 1 week ago
5.0 - 9.0 years
0 Lacs
vijayawada, andhra pradesh
On-site
As an Insurance Manager based in Vijayawada with a minimum of 5 years of experience in automobile insurance, specifically focusing on new car insurance and renewals, you will be responsible for overseeing and managing the entire vehicle insurance process. Your background in the automobile sector will be crucial for this role. Your main duties will include building and maintaining relationships with insurance providers to ensure competitive rates and service offerings, collaborating with the sales team to provide seamless insurance solutions to customers purchasing new vehicles, and managing the renewal process. This involves sending timely reminders, updating policies, and offering customer support as needed. It is essential to ensure compliance with all regulatory and company standards related to insurance and to monitor and analyze insurance claim trends to provide insights for process improvements. Additionally, you will be responsible for providing training and guidance to team members on insurance processes and best practices. To excel in this role, you must have a strong understanding of insurance policies, regulations, and industry trends, excellent communication and customer service skills, and the ability to effectively manage multiple tasks under pressure. If you meet these requirements and are interested in this full-time position, please share your resume with mithra.bza.hr@marutidealers.com or contact us at 9100102565. Bachelor's degree is preferred and a minimum of 2 years of experience in insurance is required. The work location will be in person, and the job type is full-time with a day shift schedule.,
Posted 1 week ago
7.0 - 10.0 years
4 - 7 Lacs
Mumbai City, Maharashtra, India
On-site
Looking for someone with strong IRDA exp for Compliance role one of the fastest growing life insurance companies in India. Insurance is mandatory Main Responsibility 1 Submission of reports to Statutory Authorities (IRDAI, GIC, IIB etc.). Maintaining proper record of correspondence to and from Statutory Authorities including Policy/SOP tracker. Regular co-ordination with the internal departments for timely submission of adhoc and Regular reporting of statutory Authorities. Submission of reports to Statutory Authorities (IRDAI, GIC, IIB etc.) within prescribed timelines 2 Keeping track and circulations of regulatory updates and notifications by Authorities (IRDAI, GIC, IIB ), ensuring timely broadcast of the regulatory circulars/notifications Circulate of Regulatory Update/ noiofications on timely basis 3 Regular update new regulatory submission and update certification checklist for new circulars/guidelines certification basis on the FG compliance monitoring tool within the quarter and review and update the same in Regulatory return framework on monthly basis and circulate the same as and when required. Update of FG compliance monitoring tool on time 4 Providing data to Internal Audit etc. as well as external agencies such as Statutory & Secretarial Auditors from time to time and processing the payment of vendors petaining to Compliance function and IRDAI renewal payment and support in IRDAI inspection including coordination for timely logistical and data arrangent Quik support to internal Auditor and statutory auditor for any required information related to compliance. Process the payment on time. 5 (i) Assisting to customization and localization of the Asia product Framework (ii)perform the related second level controls as per the Control Testing Plan timelines and document them in the GRC within such timelines; agree mitigation actions and timelines with the owners, where necessary (iii)Assessment of local regulations, in order to evaluate their adherence to Group standards following the Group Compliance Operating Model (i.e. GIRS self-assessment on Compliance Policies and Guidelines) (iv) Group Standards/Common activities: perform the activities provided by the Group Compliance Operating Model in alignment with Group/ICT/Regional directions (added from Tone from the Top & Ethics) and participate in the Ethical Culture Evaluation Index and improvement actions (v) keep the integration plan activities on track Within the timeline prescribed by the Group.
Posted 2 weeks ago
0.0 - 1.0 years
0 - 1 Lacs
Thane, Pune
Work from Office
Key Responsibilities: 1. Client consultation and coordination through calls and emails. 2. Identify potential clients through networking, referrals, and cold calling. 3. Develop and maintain strong client relationships by understanding their insurance needs and providing tailored solutions. 4. Providing the information about the insurance plans according to the clients needs. 5. Follow ups of the clients to convert the inquiries into business 6. Issuing the insurance policies on timely basis 7. Resolving the clients query and ensuring the 8. Stay updated on industry trends, market conditions, and competitor activity. 9. Manage leads, track sales activities, and generate reports for management review. 10. Participate in regular sales meetings, training sessions, and performance reviews to enhance sales techniques and product knowledge. Requirements & Skills: Good Communication Skills Good networking skills Willingness to Learn Market Research
Posted 2 weeks ago
0.0 - 1.0 years
1 - 4 Lacs
Rewari
Work from Office
Responsibilities: Meet sales targets through effective communication and relationship building Maintain client satisfaction by providing exceptional service Sell life insurance policies to clients Retired person Small businessman Housewife Work from home Health insurance Life insurance Sales incentives Annual bonus Joining bonus Marriage & childbirth gifts
Posted 3 weeks ago
1.0 - 5.0 years
1 - 3 Lacs
Pune
Work from Office
Role & responsibilities Basic requirement Basic understanding of Microsoft applications (Excel, Word, etc.). Preferably, a basic understanding of health insurance. Good communication skills in Marathi, Hindi, and English. Flexibility to work in shifts. Preferred Skills: Familiarity with insurance policies and procedures related to claims. Previous work experience in health claims or investigation departments. Experience in using Microsoft applications for data analysis and reporting.
Posted 1 month ago
0.0 - 6.0 years
1 - 3 Lacs
Mysuru
Work from Office
Responsibilities: * Sell insurance products * Manage client relationships * Process claims & policies * Provide advisory services * Market insurance solutions
Posted 1 month ago
5.0 - 10.0 years
17 - 19 Lacs
Gurugram
Work from Office
5+ yrs in Design, review, and renew insurance policies (property, liability, workers’ compensation, cyber, tower-specific risks). Negotiate with insurers and broker. Claims Management. Regular Graduate. Required Candidate profile Exp in Corporate Insurance Management. Preferably in infrastructure/telecom.
Posted 1 month ago
1.0 - 2.0 years
1 - 2 Lacs
Mumbai Suburban, Navi Mumbai, Mumbai (All Areas)
Work from Office
Position : SBI General Insurance Sales Location : Ghansoli Shift : 9:30 AM 6:30 PM Week Off : Fixed Sunday Requirements : Minimum Qualification: HSC Pass Must have at least 6 months of sales experience Good English communication skills To schedule your interview Call or send your CV through WhatsApp/Mail (number mentioned below) HR Dhanashri: 7796426785
Posted 1 month ago
10.0 - 20.0 years
6 - 16 Lacs
Mumbai
Work from Office
Note: Candidates having below mentioned relevant skills should apply on the link. https://forms.gle/tyZf41YWk5QfcQnz8 1. Insurance Policy Management: Manage and renew project-specific insurance policies Evaluate and recommend appropriate risk coverage for ongoing and upcoming infrastructure projects. Coordinate with insurance brokers, underwriters, and legal teams for customized policy structuring. 2. Claim Placement & Settlement: Handle end-to-end insurance claim processes for incidents such as asset damage, construction site accidents, third-party liability, and natural disasters. Liaise with internal teams, loss adjusters, and insurers to ensure timely claim submission, documentation, and settlement. Maintain claim registers, loss reports, and settlement MIS. 3. Premium Negotiation & Policy Optimization: Analyze insurance market trends and negotiate premium rates with insurers for cost optimization. Recommend deductibles and exclusions based on project risk profile and claim history. Participate in annual insurance budget planning and forecasting. 4. Tender Documentation & Insurance Inputs: Provide insurance-related inputs for tender submissions and bid documentation. Ensure compliance with client insurance requirements as per tender terms (especially for EPC, government, and private sector clients). Prepare standard insurance clauses and evaluate contractor/vendor insurance submissions. 5. Contractor & Statutory Coverage Compliance: Verify subcontractor insurance policies to ensure adequate coverage Ensure full statutory compliance Support incident investigations from an insurance recovery and liability standpoint. Required Qualifications: Education : Graduate in any discipline (Engineering, Commerce, or Law preferred). Certification : Must hold a valid Licentiate (Insurance Institute of India) Associate or Fellowship preferred. Experience : 6 - 12 years & 10 - 20 years of relevant experience in insurance management, preferably within construction, infrastructure, or EPC companies . Key Skills & Competencies: In-depth knowledge of construction and infrastructure-related insurance products. Strong negotiation skills with brokers and underwriters. Hands-on experience with insurance claims and documentation. Familiarity with IRDAI regulations and statutory policies. Good communication, analytical thinking, and risk assessment abilities. Proficient in MS Office (Excel, Word, PowerPoint); familiarity with SAP systems is a plus. Preferred Industry Background: Construction Infrastructure (roads, bridges, ports, metro, power, etc.) EPC companies Real estate development (for large-scale residential/commercial projects)
Posted 1 month ago
1.0 - 5.0 years
1 - 5 Lacs
Kolkata, West Bengal, India
On-site
This job is provided by apna.co Prospecting and generating new business through leads and referrals. Presenting and selling insurance policies to potential clients. Advising clients on the best insurance policies that suit their needs. Maintaining client relationships and managing customer inquiries. Following up on leads and renewals. Keeping updated on industry trends and changes in insurance products.
Posted 1 month ago
8.0 - 13.0 years
10 - 12 Lacs
Mumbai
Work from Office
Insurance service environment, Policy servicing and customer handling. Excellence with strong experience in Insurance field and auto sector. Overseeing the development, implementation and administration of the Insurance Policies.
Posted 1 month ago
2.0 - 7.0 years
3 - 7 Lacs
Vadodara
Work from Office
Candidate shall be working closely with U.S based producers and Client Service Representatives to ensure timely, accurate & professional handling of all client and carrier-facing documentations. Role & responsibilities Commercial Submission Processing Review insurance submissions for completeness (ACORDs, loss runs, supplements). Enter client data into CRM (e.g., named insured, FEIN, class codes, payroll). Submit cases to designated carriers using portals or email as instructed. Log all submissions and communications into the CRM with appropriate time stamps. Certificates of Insurance (COIs) Generate COIs using Empire-approved templates or carrier portals. Verify policy status, coverages, and additional insured endorsements. Email finalized certificates to CSR/producer and log issuance in CRM. Policy Changes & Endorsements Receive endorsement/amendment instructions from CSRs. Verify details and submit requests to carriers. Track status, log activity in CRM, and notify CSRs upon completion. Renewal Processing Monitor 90-day renewal timelines and track expiring accounts. Request quotes, update policy data, and prepare renewal comparisons. Coordinate remarketing efforts when needed. Loss Runs & Supplemental Documents Upload and label documents accurately (e.g., LossRuns_2019-2023). Flag missing years or gaps and notify the CSR. Perform loss pick analysis when required. Cold Calling Support Make 75 -100 calls daily to independent agencies (Trusted Choice database). Qualify leads, educate brokers about PEO services, and refer to U.S. Producers. Log call notes in CRM and send lead referral emails using approved templates. Required Skills Excellent written and spoken English communication Attention to detail and organizational accuracy Familiarity with CRM systems and document management Strong time management and task tracking Ability to follow SOPs and escalate unclear requests Desired profile a) Fluent in English to call U.S customers and employees. A candidate studied in English medium school through out. b) Ready to work in U.S Shift timings c) Flexible & Trainable Preferred candidate profile i) Having worked for United States Insurance product.
Posted 1 month ago
10 - 15 years
12 - 15 Lacs
Vadodara
Work from Office
Understand the insurance terms and condition Understand the Underwriting of policy Understand the different insurance risk and policy ,Assets insurance , Liability policy Employee related policy and other product of insurance Handling insurance claim Required Candidate profile Good in communication with Different Insurance company and different Insurance brokers . Preferable work in Manufacturing company or EPC company Engg Back ground and Insurance degree MBA or equivalent
Posted 2 months ago
2 - 7 years
7 - 9 Lacs
Nagpur, Nashik, North Goa
Work from Office
Key Responsibilities: 1. Training & Development: Conduct structured induction training for newly recruited agents and business associates. Conduct pre-licensing training refresher to drive licensing funnel. Deliver product, sales, and soft skills training to enhance advisor performance. Ensure proper understanding of regulatory guidelines and compliance standards. 2. Onboarding & Engagement: Facilitate the smooth onboarding of newly recruited advisors. Conduct refresher training sessions to reinforce key learning. Support advisors with sales strategies and business development techniques. 3. Performance Support: Provide on-the-job coaching and guidance to improve advisor activation. Identify training needs based on performance data and feedback from sales teams. Conduct role plays, case studies, and practical workshops to enhance selling skills. 4. Branch Collaboration & Reporting: Plan training activities for the month in accordance with the reporting manager (RTH). Work closely with Area Training Heads and Sales teams to drive training effectiveness. Maintain training records, attendance logs, and performance improvement reports. Internal Provide insights and recommendations to improve training programs. Qualifications & Experience: Minimum 2 years of sales experience and at least 1 year of training experience in insurance, banking, or financial services. Experience in Agency channel is preferred. Freshers can apply if they hold an MBA from a reputed business school. Strong understanding of Agency Sales models, Life Insurance products, and Distribution Channels. Excellent communication, presentation, and coaching skills. Local language fluency is preferred along with English. Ability to manage training programs independently and drive learning culture at the branch level. Preferred Key Skills & Competencies: Proficiency in MS Office (Excel, PowerPoint, Word) for reporting and presentations. Ability to engage and motivate learners Good understanding of insurance products and sales processes (training will be provided). Basic analytical skills to assess training effectiveness. Self-motivated and result-oriented approach. Strong interpersonal and stakeholder management skills. Strong communication and presentation skills.
Posted 2 months ago
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