Manager - EB Client Retention

Prudent Insurance Brokers Pvt Ltd.; Hyderabad; On-site; INR 800,000 - 1,200,000; Full time

Job summary

A prominent insurance brokerage firm in India is seeking a Deputy Vice President - HR to manage their Employee Benefits portfolio. This role involves ensuring customer satisfaction, building client relationships, and employing strategies for upselling. The ideal candidate will have 5 to 9 years of experience in General Insurance with strong technical knowledge. This full-time position requires proficiency in Excel, Word, and PowerPoint, along with excellent communication skills.

Qualifications

• 5 to 9 years of experience in General Insurance or with Insurance Brokers.

Responsibilities

• Implement the delivery strategy for ensuring customer satisfaction.
• Build and maintain effective relationships with key corporate customers.
• Communicate with clients to identify their requirements.
• Utilize various mediums to engage with customers.
• Keep customers updated on the latest products and service offerings.
• Expand the customer base by upselling and cross-selling.
• Ensure the agreed deliverables are met on time.
• Collaborate with relevant stakeholders.

Skills

Good listening skills

Proficient in using Excel

Proficient in using Word

Proficient in using PowerPoint

Technical knowledge of Employee Health Insurance

Experience in General Insurance

Education

Any Insurance Qualification (preferred)

Job description

Deputy Vice President - HR | HR BP - South

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

Responsibilities:

• Implement the delivery strategy for ensuring customer satisfaction, dependence & service patronage.
• 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.
• Keep customers updated on the latest products & service offerings.
• Expand the customer base by upselling and cross‑selling.
• Ensure the agreed deliverables are met in a timely manner.
• Collaborate with relevant stakeholders to ensure customer satisfaction.

Desired Profile / Who Should Join:

• Good listening skills and ability to determine clients' needs efficiently.
• Proficient in using Excel, Word & PowerPoint.
• Good technical knowledge of Employee Health Insurance / General Insurance products.
• Experience in General Insurance / Insurance Brokers.
• Years of experience: 5 to 9 years.
• Certifications: Any Insurance Qualification (preferred).

Seniority Level

Mid‑Senior level

Employment Type

Full‑time

Job Function

Other

Industries

Insurance Agencies and Brokerages