Broking Relations

About the Role

The Broking Relations role is a full-time, on-site position based in the Mumbai Metropolitan Region. This role is responsible for managing and strengthening relationships with insurance brokers, serving as a key point of contact for broker queries, proposals, and ongoing support.

Key Responsibilities

• Coordinate with internal underwriting, product, and claims teams to enable smooth broker transactions.
• Provide timely information on products and policies.
• Support brokers in structuring solutions that meet customer needs.
• Track broker performance and feedback.
• Prepare regular reports and dashboards.
• Contribute to initiatives that improve broker engagement and retention.
• Assist in organizing broker training, communication campaigns, and collaborative sales activities to drive business growth.

Qualifications

• Strong relationship management and stakeholder communication skills, with the ability to collaborate effectively with brokers and internal teams.
• Solid understanding of general insurance concepts, products, and claims processes.
• Prior experience in broking, sales, or distribution within insurance is preferred.
• Proficiency in data analysis and reporting using tools such as Excel or similar platforms.
• Ability to interpret performance metrics and broker feedback.
• Organizational and time-management skills to handle multiple broker accounts, follow up on action items, and meet service-level timelines.
• Comfort with technology-driven workflows, CRM or broker management systems, and digital communication tools.
• Bachelor’s degree in Business, Finance, Insurance, or a related field, or equivalent practical experience.
• Ability to work on-site in the Mumbai Metropolitan Region.