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Corporate Relationship Manager - Insurance Broker
Corporate Relationship Manager - Insurance BrokerDisha Capital • Bengaluru, Republic Of India, IN
Corporate Relationship Manager - Insurance Broker

Corporate Relationship Manager - Insurance Broker

Disha Capital • Bengaluru, Republic Of India, IN
1 day ago
Job description

Position : Corporate Relationship Manager - Insurance Broker

Location : Bengaluru / Delhi / Mumbai

Website : www.Dishainsurance.Com

Job Overview

We are seeking a results-driven Corporate Relationship Manager – Insurance Broker to lead corporate insurance sales and drive business growth. The role requires a blend of strategic sales capability, digital engagement, and technical expertise across Employee Benefits, Fire, Engineering, and Liability insurance.

Key Responsibilities

1. Client Relationship Management

  • Act as the primary contact for key corporate clients.
  • Maintain strong relationships with decision-makers and stakeholders.
  • Understand client business needs and provide suitable risk & insurance solutions.

2. Service Delivery & Operations

  • Oversee policy issuance, endorsements, claims support, and renewals.
  • Ensure timely delivery of policy documents, certificates, and reports.
  • Coordinate with insurers for competitive pricing and coverage enhancements.
  • 3. Business Retention & Growth

  • Manage renewal strategies for large corporate accounts.
  • Identify cross-selling and up-selling opportunities within existing clients.
  • Support business development teams in new client pitches by providing servicing insights.
  • 4. Team Leadership & Process Improvement

  • Lead and mentor a team of servicing executives and managers.
  • Monitor SLA adherence, ensure process efficiency, and reduce errors.
  • Implement best practices for client engagement and service excellence.
  • Develop and implement data-driven sales strategies to acquire and retain corporate clients.
  • Build relationships with HR managers, benefits managers, and C-suite executives.
  • Conduct digital and in-person presentations, negotiate deals, and close contracts.
  • Collaborate with marketing on targeted campaigns and digital content.
  • Oversee Employee Benefits advisory, claims resolution, and compliance.
  • Provide analytics-driven sales reports and mentor sales team members.
  • Ensure regulatory compliance and maintain strong relationships with clients and insurers.
  • Meeting with CFOs
  • Preparing RFQs
  • Engaging with key decision-makers
  • Technical Expertise :

  • Fire Insurance : Asset protection, RIV, and claims advocacy.
  • Engineering Insurance : CAR, EAR, MB policies, technical underwriting.
  • Liability Insurance : CGL, PI / E&O, D&O coverage and risk mitigation.
  • Requirements

  • Bachelor’s degree in Business / Marketing or related field.
  • 5–8 years in corporate sales / business development within insurance.
  • Proven track record in sales, client acquisition, and relationship management.
  • Strong knowledge of insurance products, underwriting, and market trends.
  • CRM proficiency, digital engagement skills, and analytical mindset.
  • Willing to travel;
  • two-wheeler ownership required.

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