EB – Client Servicing – General Insurance

Location : Bangalore

Client : Renowned General Insurance Broking

About the Role:

We are seeking a proactive, client-focused EB Client Servicing Manager to manage and support corporate clients within our Employee Benefits (EB) vertical, with a focus on Health Insurance solutions. The role involves end-to-end servicing, policy administration, client relationship management, and coordination with internal teams and insurers. 

Key Responsibilities:

  • Act as the primary point of contact for assigned corporate clients in the EB – Health Insurance portfolio.
  • Handle policy issuance, endorsements, renewals, and claims support.
  • Coordinate with insurers for quotations, underwriting, and customized solutions.
  • Conduct on-boarding sessions and educate employees on policy benefits and usage.
  • Ensure timely renewal of group health insurance policies and other benefits.
  • Address client queries, complaints, and grievances with a solution-oriented approach.
  • Maintain regular communication with clients to understand evolving needs.
  • Collaborate with internal teams such as sales, claims, operations, and underwriters.
  • Prepare MIS reports and dashboards for client review and internal reporting.
  • Support in policy structuring, pricing discussions, and benefit enhancements.

Requirements:

  • Graduate/Postgraduate in any discipline (MBA in Insurance/Healthcare preferred).
  • Experience in client servicing within the Employee Benefits or Health Insurance domain.
  • Strong understanding of group health insurance products and policy administration.
  • Excellent verbal and written communication skills.
  • Proficiency in MS Office (Excel, Word, PowerPoint).
  • Customer-centric approach with problem-solving abilities.
  • Ability to multitask, manage timelines, and work independently.

Nice to Have:

  • Experience working in an insurance broking firm or TPA.
  • IRDAI certification (preferred but not mandatory).
  • Knowledge of Group Personal Accident and Group Term Life Insurance will be an advantage.
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