Account Manager Broking

Position Description: The Account Manager (Retail Broking) will be responsible for providing end-to-end service support to all business counters within the Retail Broking channel. This role focuses on relationship management, operational efficiency, and ensuring smooth policy issuance and servicing, rather than direct business procurement.

Key responsibilities

• Provide service support to small and mid-sized retail brokers across the

assigned location.

• Ensure timely and accurate issuance of Motor, Non-Motor, and Health

policies.

• Coordinate with underwriting teams to resolve discrepancies and

facilitate policy issuance.

• Monitor and support monthly activation of brokers as per business

targets.

• Assist in onboarding and servicing of brokers, ensuring compliance with

IRDAI guidelines.

• Maintain documentation and ensure timely commission processing and

licensing compliance.

• Handle and resolve policy-related rejections and operational issues.
• Train brokers and internal teams on product features, processes, and

system usage.

• Identify service gaps and areas of improvement to enhance broker

experience.

• Support the achievement of overall GWP (Gross Written Premium) through

efficient service delivery.

• Contribute to maintaining COR (Combined Operating Ratio) by minimizing