Client Insurance Portfolio Manager
Consult SPRepublic Of India, IN30+ days ago
Job descriptionEnsure 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. 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) . 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. 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. 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.
Job Description : Lead Specialist / Deputy Manager / Manager – Insurance Broking
We 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 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
Qualification and Experience Requirements
Key Competencies
Why Join?
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 years
Sal : - 13 to 18 lacs
Why join our team?
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Portfolio Manager • Republic Of India, IN
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