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Job Description – CEO & Principal Officer

Position: Chief Executive Officer & Principal Officer

Industry: Insurance Broking

Location: Mumbai

Experience: 10–20+ years in the Insurance Sector

Role Overview

We are seeking a dynamic and experienced professional to join as chief executive officer & principal officer. The role will be responsible for leading the organization’s strategic direction, managing regulatory compliance with IRDAI, driving business growth, and establishing strong market relationships.

Key Responsibilities

Regulatory Compliance & Licensing

• Serve as the principal officer in accordance with IRDAI regulations.
• Lead and manage the IRDAI insurance broking license application process.
• Ensure full compliance with regulatory requirements, policies, and reporting obligations.
• Liaise with regulators and ensure adherence to governance and compliance frameworks.

Business Development & Market Expansion

• Drive business growth across corporate, SME, and commercial insurance segments.
• Build and maintain strong relationships with insurers, corporate clients, and strategic partners.
• Identify new market opportunities and expand the company’s client portfolio.
• Develop innovative insurance solutions to meet evolving client needs.

Client Advisory & Risk Management

• Provide expert advisory services in corporate, SME, marine, and fire insurance.
• Design customized risk management and insurance programs for clients.
• Ensure high standards of client service and long-term client retention.

Operational Leadership

• Establish operational frameworks and oversee day-to-day broking operations.
• Recruit, mentor, and lead a high-performing insurance broking team.
• Implement efficient processes, systems, and performance monitoring mechanisms.

Strategic Leadership

• Develop and execute long-term growth strategies aligned with business objectives.
• Strengthen the company’s market presence and competitive positioning.
• Drive innovation, operational excellence, and sustainable business growth.

Key Requirements

• 10–20+ years of experience in the insurance or insurance broking industry.
• Strong understanding of IRDAI regulations and insurance broking compliance.
• Proven track record in business development and leadership roles.
• Expertise in corporate insurance, risk advisory, and market development.
• Excellent leadership, negotiation, and relationship management skills.

Joining Timeline: Within 3 months

Compensation: Salary will commence upon approval of the candidate’s profile and in-principal approval of the broking license by IRDAI.

Regards,

Radhika Sharma

HR Manager

Estabizz fintech private limited

Review Criteria:

Mandatory:

• Strong Associate Manager – Customer Success, Account management Profile
• Must have 4+ years of overall experience with aleast 2+ Years in Customer Success role.
• Must have experience managing clients in the outside India market (Preferrably US/America clients)
• Must have cross-functional experience working closely with Sales, Product, and Ad Operations teams for campaign execution, performance optimization, and client delivery.
• Must have strong technical understanding of digital advertising / programmatic platforms/software products
• B2B SaaS (AdTech experience is highly preferred)
• Candidate must have no frequent job hops and a minimum of 1+ year in the current organization.

Preferred:

• B.E/B.Tech (IT/CSE/ECE) with MBA preferred
• Exposure to pre-sales activities, including product demos, onboarding, and performance review presentations.
• Experience in analyzing data-driven advertising performance metrics and building optimization strategies.

Role & Responsibilities:

As an Associate Manager - Customer Success, you are someone who comes with2-3 years of Account Management/Business Development/ problem solving / hustlingexperience ina highgrowthinternet startup/ technologycompany. As a technically savvy and results-driven Customer Success Manager, your primary focus will be driving revenue growth, reducing churn, enhancing product value, and supporting pre-sales activities. The ideal candidate should possess excellent relationship-building skills, a strong technical background, and a drive for achieving results.

• Serve as the primary point of contact and trusted advisor for assigned clients, ensuring exceptional customer service and satisfaction.
• Proactively engage with clients to understand their business objectives, monetization goals, and challenges, and provide strategic recommendations to achieve optimal results.
• Collaborate closely with internal teams, including Sales, Product, and Operations, to coordinate seamless onboarding, implementation, and ongoing support for clients.
• Conduct regular performance reviews and analysis of client monetization stack, identifying areas for improvement and developing optimization strategies.
• Monitor key performance metrics and provide timely reports and insights to clients, highlighting advertising performance, trends, and opportunities for growth.
• Deliver product demos and educate clients on best practices, new features, and industry trends to maximize their utilization and success with our platform solutions.
• Resolve client inquiries, concerns, and issues promptly and effectively, escalating to the appropriate teams when necessary.
• Support pre-sales activities, including conducting product demonstrations, presenting technical information, and addressing client inquiries and concerns.
• Stay up to date with industry trends, competitive landscape, and emerging technologies in the ad tech space to provide valuable insights and recommendations to clients.

Ideal Candidate:

• 2-5 years of experience inthe internet/technologyindustry (mandatory)
• B.E / B.Tech(IT / CSE / ECE) along with an MBA degree (highly preferred)
• Excellent relationship-building skills with the ability to establish trust, foster positive business relationships and credibility with clients.
• Strong technical background with a solid understanding of software products and the ability to quickly grasp new technologies.
• Accountability and personal organisation are essential
• Experience in managing a diverse group and training each according to company standards
• Strong problem-solving and analytical skills with a focus on results and driving revenue growth.
• Outstanding communication and presentation skills, with the ability to convey complex concepts in a clear and concise manner.
• Self-motivated and proactive mindset with the ability to work independently and as part of a team.
• Experience in the tech industry or a related field is highly desirable.

Perks, Benefits and Work Culture:

• Flexible work hours and leaves
• Salary advance
• Maternity/Paternity leave benefits & adoption assistance
• Butler & Concierge services
• Team Off-sites & Celebrations

Beyond Work:

• Insurance benefits for you and family
• Interest-free loans
• Gift vouchers for special moments
• Fully-equipped Gym
• Education Sponsorship Programs