Broking Relationship Manager

Bwise Solutions; Palanpur, Surat, Vadodara; On-site; INR 600,000 - 900,000; Full time

Job summary

Bwise Solutions in India (Gujarat, Palanpur) invites applications for a Relationship Manager / Sales Manager / Business Development Manager in Insurance Broking. You will generate new business through corporate, SME and retail clients, develop strong relationships and understand client requirements to recommend suitable life, health and general insurance solutions.

Responsibilities cover handling quotations, policy issuance, servicing, renewals and premium collections while coordinating with

Responsibilities

• Generate new business through corporate, SME and retail clients.
• Develop and maintain strong relationships with existing and prospective clients.
• Understand client requirements and recommend suitable life, health and general insurance solutions.
• Handle insurance products across Life / Health / General Insurance, depending on the business segment.
• Generate leads through references, networking, market visits and existing client relationships.
• Coordinate with insurance companies for quotations, underwriting, policy issuance and servicing.
• Compare insurance plans, coverage, premiums and benefits from multiple insurers based on client requirements.
• Prepare and present insurance proposals and quotations to clients.
• Negotiate with insurers to obtain suitable terms and pricing for clients.
• Manage the complete sales cycle from lead generation to conversion and policy issuance.
• Ensure timely renewal follow-ups and premium collections.

Job description

JOB DESCRIPTION INSURANCE BROKING

Industry: Insurance Broking / BFSI
Department: Sales / Broking
Position: Relationship Manager / Sales Manager / Business Development Manager

Key Responsibilities

• Generate new business through corporate, SME and retail clients.
• Develop and maintain strong relationships with existing and prospective clients.
• Understand client requirements and recommend suitable insurance solutions.
• Handle insurance products across Life / Health / General Insurance, depending on the business segment.
• Generate leads through references, networking, market visits and existing client relationships.
• Coordinate with insurance companies for quotations, underwriting, policy issuance and servicing.
• Compare insurance plans, coverage, premiums and benefits from multiple insurers based on client requirements.
• Prepare and present insurance proposals and quotations to clients.
• Negotiate with insurers to obtain suitable terms and pricing for clients.
• Manage the complete sales cycle from lead generation to conversion and policy issuance.
• Ensure timely renewal follow‑ups and premium collections.