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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

We’re Hiring: Business Development Manager – Corporate Sales 🌟

📍 Location: Bengaluru | Mumbai

🕒 Mon–Sat | 10 AM – 6:30 PM

🎓 Graduate | Exp: 6–10 Years

💼 Key Responsibilities:

🔹 Acquire new clients & drive corporate insurance sales

🔹 Cross-sell Health, Life, Liability & Property Insurance

🔹 Build & maintain strong client & insurer relationships

🔹 Lead & motivate team to achieve business goals

🔹 Ensure compliance, MIS reporting & renewals

💡 Must Have:

✔️ Insurance product knowledge

✔️ Strong client relationship & negotiation skills

✔️ Team leadership & communication skills

🌈 Perks:

💰 Competitive salary & incentives

🎯 Training & growth opportunities

🤝 Supportive, collaborative culture

🩺 Insurance coverage (GTL Policy)

Position –Business Analyst.

Location – Mumbai Andheri

Time – 1 pm to 10 pm

Experience – 7+ Years

Job description

• Gathering business and functional requirements.
• Developing requirements documents: goal model, functional modelling, business process, customer interactions/wireframes; writing high-level user requirements (Epics and User Stories) and Process flows/analysis in JIRA
• Preparing use cases and formal requirements documentation.
• Analyzing and simplifying the requirement scenarios and be able to write prerequisites, Acceptance Criteria. Work closely with the business and technology to gather & write end to end business testing requirements and acceptance criteria.
• Ensuring that releases are getting completed as per timeline and quality by working closely with the product delivery team and keeping daily track of progress.
• Coordinate UAT activities prior to new product releases and client onboarding events including tracking of defects and progress of resolution.
• Escalation of issues in a timely manner.
• Ensure adherence to audit, SLA and operational standards.
• Demonstrations of new functionality to business and technology users.
• Work closely with the support team to ensure timely knowledge transfer.
• Providing analysis and support for the project management, application development, and QA teams throughout the development lifecycle.
• Acting as a liaison between the technology department and other business units.
• Working on RFI or RFP proposals. Participating in process studies or pre-sales process of responding to RFI, RFP, and proposals.
• Leading business and technical analysis sessions to support new development efforts to meet current and projected business needs.
• Quickly understanding the business issues and data challenges of client’s organization and industry.
• Providing expertise on the system's capabilities/limitations as it relates to business goals.
• Preparing impact and opportunity assessments regarding the cost/benefit of proposed projects.
• Aligning stakeholders on business requirements, system requirements, program functions, and strategy.

Requirements

• Domain experience must include 4+ years of experience in the US property and casualty insurance.
• Good understanding and exposure to policy forms or insurance documents.
• Ability to coordinate with other business analysts and follow the direction of BA manager or the project lead BA.
• Ability to work with offshore teams located across time zones.
• Ability to work with QA team and define testing strategies.
• Ability to work independently.

• Proficient with tools like Jira, Confluence, Wiki, MS-Word, Excel, and Visio, etc.
• Have a good experience of the Agile Process (SCRUM)
• Can validate, refine, and optimize solution option models, through analysis of options, can select the option with the greatest business benefit bearing in mind the customer's & product objectives.
• Shows a good understanding of the domain and visualize new features and requirements from industry best practice and document them for technical implementation.
• Demonstrates active listening and values others input/expertise, diversity of views/opinions and responds appropriately.