Client Relations Lead

Position / Business Accountability :

At the micro level the role involves :

• Business Development & Pipeline Growth :

Identify and prospect potential corporate clients—including large enterprises and SMEs—across India. Build and maintain a robust sales pipeline and strategy.

Conduct comprehensive risk assessments, understand clients’ business and insurance needs, and identify gaps in existing coverage.

Develop and present insurance broking proposals—covering fire, marine, engineering, cyber, liability, employee benefits, and more. Collaborate with underwriters to negotiate optimal coverage and premiums on behalf of clients.

Engage with corporate decision-makers to finalize agreements—ensuring favorable terms and meeting contract KPIs and revenue objectives.

Serve as the primary contact for corporate clients. Provide advisory services including renewals, claims support and upsell opportunities. Maintain high satisfaction levels and foster long-term engagement.

Monitor insurance industry trends, regulatory changes, and competitor behavior to adjust sales approaches and identify growth opportunities.

Track performance against sales KPIs and revenue forecasts. Prepare regular reports, dashboards, and market analysis for senior management.

Desirable Competencies :

Professional Experience

Qualifications & Experience :

Educational Background :

Any bachelor’s degree or equivalent.

MBA or advanced certifications (e.G. AIII, FIAI, CII, CPCU) preferred.