Insurance Specialist

Job Description : Lead Specialist / Deputy Manager / Manager – Insurance BrokingWe are seeking a talented professional to join our Insurance Broking team. This role can be based in Mumbai or Pune 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 ResponsibilitiesAccount 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.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.Would you like me to also create a short job-board friendly version (summary-style) of this JD for faster applications, while keeping this one as the detailed JD attachment?Experience : -4 to 10 yearsSal : - 13 to 18 lacsWhy 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.