Manager- Employee Benefits (Client Servicing)

Job Description-

Role- Retention and cross sell

Department- Employee Benefits

About Us:

Prudent is a Composite Insurance Broker regulated by the Insurance Regulatory and Development Authority of India (IRDAI) and headquartered in Mumbai, India. Prudent is one of the leading insurance brokers in the country.We specialize in building long-term relationships and instilling confidence in our partners. As a partner-focused organization, we are committed to delivering best-in-class insurance solutions and services tailored to meet the diverse needs of our clients.

Recognised as:

• Great Place to Work 2024 and 2025 & 2026 - This achievement reflects our unwavering commitment to a workplace where innovation, collaboration, and success go hand in hand; thanks to each Prudent family member for being the driving force behind our success.
• One of ’ ! This honour reflects our unwavering commitment to fostering a culture where every woman can thrive and shine, and every voice is heard. Together, we’re building a future of , , and for all team members!!

Job title - Manager - Employee Benefits-Client Servicing & retention

Reporting To - Vice President/AVP

Branch- Gurugram

Job Summary/About the Role

Managing the Employee Benefits portfolio of the corporate client.

Required Qualifications

• A minimum of a bachelor’s degree in any stream
• Post Graduation or MBA would be added advantage

Required Experience and skills

• Excellent communication skills
• Good listening skills and ability to determine clients' needs efficiently
• Proficient in using Excel, Word & PowerPoint
• Should have good technical knowledge about Employee health Insurance/ General Insurance products.
• Experience in General Insurance/ Insurance Brokers

Key Responsibilities

• Implement the delivery strategy for ensuring customer satisfaction, dependence & service

patronage

• Build and maintain effective relationship with key corporate customers
• Communicate with clients to identify their requirements and make appropriate adjustments necessary for meeting client needs
• Utilize various mediums to engage with customers and provide quick assistance and

resolution.

• Keeping customers updated on the latest products & service offerings
• Expanding the customer base by upselling and cross-selling.
• Ensure the agreed deliverables are met in timely manner
• Collaborate with relevant stakeholders to ensure customer satisfaction