Assistant Vice President Retention

website Link: www.dishainsurance.com

Company Description

Disha Capital, established in 1988 and incorporated in 1993, is a leading investment advisory and wealth management firm providing comprehensive financial solutions. Headquartered in Ghaziabad with a pan-India presence, the company offers services ranging from insurance, mutual funds, and structured bonds distribution to personalized financial planning for individuals and corporates. With over 30 years of expertise in money management, Disha Capital has earned a reputation for professional guidance and strong market proficiency. The company is also a licensed Direct Broker for life and general insurance under IRDAI and has expanded into software services through its subsidiary, Southern Infosys Limited. Guided by entrepreneurial spirit and expertise in financial management, Disha Capital is committed to delivering value to its stakeholders.

Role Description

The Assistant Vice President (AVP) Retention will focus on maintaining and enhancing client relationships within our Commercial Lines. This role is pivotal in identifying at-risk accounts, developing retention strategies, and ensuring clients receive the highest level of service and support .The AVP will also be responsible for leading and mentoring a team of 4-5 professionals

Role & responsibilities

Client servicing and retention of existing clients

Periodic communications with client which are specific and targeted.

Procurement of quotes from Insurers, Preparation of RFQs and quote comparison.

Analytical capabilities to understand the losses/ claims.

Structured Interaction with Insurance managers.

Product knowledge- Expert level of Domain Knowledge on Property, Projects and Marine Insurance.

Lead and mentor a team of 4-5 professionals, ensuring smooth collaboration, performance.

Monitoring and development of team members.

Creating Value for client by evaluating the relevant value-added services.

Knowledge of risk management Property Loss control and Marine loss control.

Service and delivery Monitoring- Continuous monitoring of all the routine services such as endorsement Insurance, claims servicing and Policy servicing.

Review meetings with client.

Preparation of claims analysis reports and also the presentations for client interactions.

Coordination with Internal teams such as operations, claims, Sales.

Market and regulatory Updates.

Desired Profile/ Who should join:

• Should have 10 to 12 years of experience in a general insurance company/ Insurance brokerage/ surveyor
• Proficient in Microsoft Excel and MS office
• Have good client engagement Skills.
• Be able to handle multiple projects simultaneously.
• Have strong communication and interpersonal skills to wok across teams.
• Be organized and methodical in their approach to work.
• Have an aptitude for continuous learning.
• Have good negotiation skills.