Executive-Retention and Cross sell-Employee Benefits

Role :

Retention and Cross-sell – Employee Benefits

Department :

Employee Benefits Practices

About Us :

Prudent is a Composite Insurance Broker regulated by the Insurance Regulatory and Development Authority of India (IRDAI) and headquartered in Mumbai, India. Prudent is one of the leading insurance brokers in the country. We specialize in building long-term relationships and instilling confidence in our partners. As a partner-focused organization, we are committed to delivering best-in-class insurance solutions and services tailored to meet the diverse needs of our clients.

Recognized as :

Great Place to Work – 2024 and 2025

• This achievement reflects our unwavering commitment to a workplace where innovation, collaboration, and success go hand in hand; thanks to each Prudent family member for being the driving force behind our success.

One of ’

! This honour reflects our unwavering commitment to fostering a culture where every woman can thrive and shine, and every voice is heard. Together, we’re building a future of , , and

for all team members!!

Job Title :

Executive - Retention and Cross-sell – Employee Benefits Practices

Reporting to :

Assistant Vice President

Job Summary / About the role :

Employee Benefit Practices-(Retention) - Managing the Employee Benefits portfolio of the corporate client.

Required Qualifications :

Must have Bachelor's Degree / Master’s Degree.

Required Experience and Skills :

Excellent communication skills.

Good listening skills and ability to determine clients' needs efficiently.

Proficient in using Excel, Word & PowerPoint.

Should have good technical knowledge about Employee health Insurance / General Insurance products.

Minimum 2 to 3 years of experience in General Insurance / Insurance Brokers.

Minimum 5 to 8 years of experience in Client service.

Any Insurance Qualification / certifications will be an added advantage.

Should be a good team player.

Key Responsibilities :

Build and maintain effective relationship with key corporate customers.

Communicate with clients to identify their requirements and make appropriate adjustments necessary for meeting client needs.

Utilize various mediums to engage with customers and provide quick assistance and resolution.

Keeping customers updated on the latest products & service offerings.

Expanding the customer base by upselling and cross-selling.

Ensure the agreed deliverables are met in timely manner.

Collaborate with relevant stakeholders to ensure customer satisfaction.