Client service - account management

About Policy bazaar for Business (PBFB)

Policy bazaar for Business is the corporate insurance arm of Policy bazaar, delivering comprehensive insurance and risk management solutions to businesses across India. We specialize in Employee Benefits and Commercial Insurance, helping organizations safeguard their people and assets through innovative, technology-driven solutions and exceptional client service.

Position

Client Service - Account management

Location: Mumbai

Experience: 3+ Years

Industry: Corporate Insurance Broking (Mandatory)

Key Responsibilities

Manage end-to-end servicing of corporate client accounts. Build and maintain strong client relationships while acting as the primary point of contact. Handle policy servicing, endorsements, renewals, and client escalations. Coordinate with Sales, Operations, Claims, and Underwriting teams to ensure seamless service delivery. Manage the Client Help Desk by addressing client queries and service requests within defined timelines. Coordinate and support key stakeholders during Annual Health Check-ups (AHCs) and hospitalizations to ensure a seamless client experience. Prepare client reports, presentations, and account reviews Drive high levels of client satisfaction through proactive relationship management.

Preferred Candidate Profile

Experience in Corporate Insurance Broking is mandatory. Strong knowledge of Employee Benefits (EB) and Commercial Insurance products. Excellent communication, presentation, and stakeholder management skills. Customer-centric with strong problem-solving and relationship management abilities.