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Corporate Relationship Manager

Corporate Relationship Manager

Disha CapitalBandra, India
2 days ago
Job description

Corporate Relationship Manager

Location : Mumbai,BKC

Website : Overview :

We are seeking a tech-savvy, results- Techo Marking – Insurance Broking to drive corporate insurance sales and business growth.

The role combines strategic sales, 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.

    • 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 Brokers
  • 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
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