Senior Leadership - EB Client Servicing

SKS Enterpprises; Mumbai; On-site; INR 3,000,000 - 5,500,000; Full time

Job summary

A leading insurance broking firm in Mumbai seeks a Vice President - Client Servicing. This role involves managing client relationships, ensuring high satisfaction levels, and coordinating with internal teams. The ideal candidate should have over 10 years of experience in insurance broking, particularly in Employee Benefits, and possess strong communication skills. This position is office-based and focuses on enhancing client satisfaction and service delivery.

Qualifications

• 10+ years of experience in an insurance broking company with strong exposure to Employee Benefits.
• Prior experience in client servicing / account management / relationship management.
• Strong communication and stakeholder management skills
• Proficiency in MS Excel and PowerPoint

Responsibilities

• Act as the primary point of contact for assigned clients and ensure high levels of satisfaction.
• Manage end-to-end client servicing, including onboarding, renewals, and ongoing relationship management.
• Coordinate with internal teams to ensure seamless execution of client requirements.
• Understand client needs and proactively provide solutions.
• Track service deliverables, timelines, and SLAs.
• Identify opportunities for cross-sell and upsell within existing client accounts.
• Prepare client reports, presentations, and MIS as required.
• Handle client escalations effectively and ensure timely resolution.

Skills

Strong communication skills

Stakeholder management

Problem-solving

Attention to detail

Proficiency in MS Excel

Proficiency in PowerPoint

Tools

MS Excel

PowerPoint

Job description

Position Name: Vice President - Client Servicing

Location: Mumbai

Experience Range: 12 years+

Mandatory Requirement:

• 10+ years of experience in an insurance broking company with strong exposure to Employee Benefits (EB)
• Prior experience in client servicing / account management / relationship management

Job Roles and Responsibilities:

• Act as the primary point of contact for assigned clients and ensure high levels of satisfaction
• Manage end-to-end client servicing, including onboarding, renewals, and ongoing relationship management
• Coordinate with internal teams (operations, product, sales, and delivery) to ensure seamless execution of client requirements
• Understand client needs and proactively provide solutions to address business challenges
• Track service deliverables, timelines, and SLAs to ensure adherence to agreed standards
• Identify opportunities for cross-sell and upsell within existing client accounts
• Prepare client reports, presentations, and MIS as required
• Handle client escalations effectively and ensure timely resolution

Qualification and Experience:

• Strong communication and stakeholder management skills
• Ability to manage multiple clients and priorities simultaneously
• Problem-solving mindset with attention to detail
• Proficiency in MS Excel and PowerPoint

Other Details:

• Work from office