11+ Insurance management Jobs in Mumbai | Insurance management Job openings in Mumbai

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.

While screening the profile make sure candidates should be from B2B and B2C SaaS-based companies or startup but not from Ed-tech

We are on a mission to digitize millions of Indian SMEs so they can grow better. At TranZact, it all begins with a WE, including this description :) We all take culture very seriously as we believe whether we build it or not, Culture will happen. So why not create what we love, together! Technology is our backbone and hence for us, Technology is by far the best way to solve any problem! The problem that we are solving is a complex one because we know that it will impact the lives of each and every Indian SME. That's why the folks who work at TranZact are insanely driven towards creating value for SME businesses and helping them Go Digital.

Job Description

Responsibilities

Making conversation with the prospective SME business owners and moving them to a product demonstration Collaborate with all internal and external teams and perform troubleshooting on all client issues and ensure timely resolution. Close sales with qualified leads to generate new business and ensure the client’s needs are met Encourage potential clients to buy premium products and close the best possible deal Build customer relationships with existing clients by reaching out via phone calls, emails, or other forms of communication to increase the likelihood of them using our services again Track sales cycle progress on a monthly and quarterly basis to make sure customer acquisition goals are met Showcase the company’s strengths and highlight our brand by talking exclusively about the characteristics that make our organisation unique

Responsibilities

MBA graduates preferred 2+ years of relevant experience as a business development executive Strong problem identification and objections resolution skills Tech-savvy with the ability to make complex technical matters easy- to understand even for nontechnical people Excellent phone and cold calling skills. Excellent verbal and written communication skills Ability to multitask, prioritize, and manage time effectively Experience of working in a fast-growing unstructured startup environment In-depth experience of market research in SME SaaS-tech or SMB segments is preferred

Why you will love Tranzact

Be a part of the journey to take a Series A startup to IPO Build world class products that will have an impact on the lives of millions Work with a world-class, industry-leading team of engineers, product guys and growth Learn from great mentors and industry leaders.We have an agreement with our AngelInvestors that they will help us build & grow our product & company. Ifrequired, ourteam members can work from their office to learn from them Competitive salary and attractive ESOPs Employee health insurance covered by us

🛎 CTC:

₹8,00,000 to ₹10,00,000

🚊 Location:

Mumbai (On-site)

👴 Experience:

2-6 Years

🔍 Notice Period:

Upto 30 Days

🔑

Sample CVs

✅ Must Have

MBA graduates preferred 2+ years of relevant experience as a business development executive

Strong problem identification and objections resolution skills Tech-savvy with the ability to make complex technical matters easy- to understand even for nontechnical people

Excellent phone and cold calling skills. Excellent verbal and written communication skills Ability to multitask, prioritize, and manage time effectively

Experience of working in a fast-growing unstructured startup environment In-depth experience of market research in SME SaaS-tech or SMB segments is preferred

👍 Good to Have

Zendesk and Fresh Desk experience

Product/SAAS/SME/SMB sales Background

🎯 Target Companies

Ok Credit

Khatabook

Testbook

Pagarbook

Flowbiz

Shiprocket

LendingKart

Razorpay

Paytm

Coverfox

Upgrad

Cleartax

Small Case

Udaan

Moglix

Dukaan

Dream 11

❌ Strictly Avoid

Candidates who are in their late 30s since the workforce of this company is young and they should be able to fit the culture.

30+ days of the notice period.

Don't consider the candidates from Byju's or Whitehat Junior.

Ignore the candidates from the Ed-Tech industry, who have completely worked with the ed-tech companies

Additional Hacks

There will be 5 rounds of interviews for this role

Client Screening

Aptitude

Discussion with the department head

Problem-solving round

Fitment discussion with the CEO

While screening the profile make sure candidates should be from B2B and B2C SaaS-based companies or startup but not from Ed-tech

• Interacting with channel partners and their major end customers to solicit inputs for devising a product and price strategy to meet end user requirements
• Reviewing performance of channel partners – off take and order flow for ensuring achievement of monthly zonal targets
• Monitoring achievement of targets
• Implementing the sales strategy for the sale of product(s) in a specified area to increase turnover
• Monitoring achievement of sales targets for each CSC within the area
• Monitoring achievement of collection targets to reduce exposure to outstanding receivables
• Monitoring competitor activities in terms of their MOP, products, market share and production capacity for respective areas
• Interacting with quality/ R&D department for new product development basis customer feedback and competitor product portfolio
• Coordinating with CSC, production and dispatch teams for meeting customer order requirements within agreed timelines
• Ensuring timely payment and debt free transactions along with reconciliation of accounts
• Ensuring timely "C" Form submission and payout of performance incentives committed to channel partners

What you need to have:

• Prior experience in Channel Sales and Modern Trade 
• Experience in Paper / Packaging / Publishing Industry preferred
•