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Insurance Solutions Specialist
Insurance Solutions SpecialistConsult Shekhar Pandey • Republic Of India, IN
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Insurance Solutions Specialist

Insurance Solutions Specialist

Consult Shekhar Pandey • Republic Of India, IN
13 days ago
Job description

Job Description : Lead Specialist / Deputy Manager / Manager – Insurance Broking

We are seeking a talented professional to join our Insurance Broking team . This role is available in Mumbai at Powai and Pune Near yerwada with a hybrid work model (minimum three days a week in the office).

This position involves supporting onshore broking teams across client service, technical support, administration, and business development, ensuring efficient end-to-end management throughout the insurance lifecycle.

Key Responsibilities

Account Management

  • Assist broking teams in developing, implementing, and managing risk management and insurance programs to address client needs.
  • Build and manage strong, long-term client relationships with key decision-makers.
  • Understand client businesses, risk exposures, and insurance needs.
  • Support renewal and broking strategies as per client requirements.
  • Contribute to new business acquisition while nurturing existing client portfolios.
  • Support account retention and claim negotiation processes.
  • Ensure accuracy and compliance in outputs from operations and processing teams.
  • Participate in client and insurer meetings as required.

Administration and Technical Support

  • Ensure timely and accurate production of all client documentation including premiums, adjustments, certificates, renewal reports, and insurance manuals.
  • Liaise with operations teams for smooth work transitions, verifying accuracy and quality of deliverables.
  • Maintain accurate and updated client records.
  • Possess strong understanding of major classes of insurance and relevant legislation.
  • Apply compliance and quality standards consistently across all deliverables.
  • Assist in developing and implementing process improvements and leveraging technology tools.
  • Qualification and Experience Requirements

  • Graduate with 6+ years of insurance broking or underwriting experience.
  • Prior experience in general insurance or financial lines in broking / underwriting preferred.
  • Professional Insurance Certifications (any of the following highly desirable) :
  • CPCU (Chartered Property Casualty Underwriter, USA)
  • CII (Chartered Insurance Institute, UK) – Diploma / Advanced Diploma in Insurance
  • III (Insurance Institute of India) – Licentiate / Associateship / Fellowship qualifications (India equivalent)
  • Degree in Insurance, Risk Management, or Financial Services preferred.
  • Understanding of global insurance practices, legislation, and compliance standards.
  • Willingness to work in early shift timings (6 : 30 am – 3 : 30 pm IST) .
  • Key Competencies

  • Collaboration : Ability to connect Broking and Operations teams, working effectively in virtual and hybrid setups.
  • Initiative : Proactive in taking responsibilities and risks, with minimal supervision.
  • Efficiency : Strong organizational and time management skills to meet deadlines.
  • Technology : Ability to effectively use insurance / finance IT tools and platforms.
  • Communication : Strong verbal and written skills with adaptability to diverse audiences.
  • Innovation : Open to developing new processes, approaches, and solutions.
  • Experience : -4 to 10 years

    Sal : - 13 to 18 lacs

    Why join our team?

  • We help you be your best through professional development opportunities, interesting work and supportive leaders.
  • We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.
  • Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.
  • Why Join?

  • Opportunity to work with a dynamic team in a global-standard insurance broking environment.
  • Professional development and certification support (CII, CPCU, III).
  • Inclusive and diverse work culture encouraging collaboration and growth.
  • Hybrid work flexibility with opportunities for career advancement.
  • Create a job alert for this search

    Insurance Specialist • Republic Of India, IN

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