Assistant Manager - Client Retention & Placements

About Company

Our client is a leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services.

Roles & responsibilities:

• Key connect with Insurance Companies to procure competitive pricing and terms

• Timely and compliant placements of all lines of General Insurance Products

• Assisting the sales team to close business

• Client onboarding, retention & renewals, and servicing requirements

• Assisting onboard clients for all their new / renewal requirements

• Keeping customers updated on the latest products to increase sales.

• Preparing RFQ’s for all General Insurance requirements

• Retention – Manage servicing team for renewal retention; visiting clients for managing relationships; retention of existing policies/clients

Requirements:

Technical Skills:

• MS Office – Word, Excel, PowerPoint, and Outlook.

Education, experience & skills required:

• Graduate / MBA or relevant degree. Insurance degree would be an added advantage.

• Knowledge of insurance / General Insurance domain preferred.

• 2 to 4 years of experience in Insurance Broking / Placement & Retention.

• Excellent interpersonal and communication skills

• Proficient in all Microsoft Applications

• Superior product knowledge

• A team player with leadership skills

• Maintain a positive attitude focused on customer satisfaction.