Relationship Officer

For any queries or clarifications, please write to us at:

hr@pibinsurance.in | info@pibinsurance.in

Relationship Officer – Insurance Broking

About PIB Insurance Brokers Private Limited

Founded in 2019 and headquartered in Mumbai, PIB Insurance Brokers Private Limited has rapidly

established itself as one of India’s trusted and growing insurance broking organizations. With operations

across 110+ cities and 13 regional offices, PIB delivers compliant, innovative, and customized insurance

solutions across:

• Life Insurance

• Health Insurance

• Employee Benefits (GPA, GTL, GMC)

• General Insurance including Property, Fire, Marine, and Liability

Role Summary

The Relationship Officer will be the primary point of contact for clients. The role focuses on understanding

client requirements, recommending suitable insurance solutions, and building long-term professional

relationships. This position goes beyond sales, emphasizing advisory, servicing, and continuous client

support.

Client Relationship Management

• Build strong and trust-based relationships with existing and prospective clients.

• Conduct regular discussions to understand client needs and risk profiles.

• Recommend appropriate insurance solutions across Life, Health, Motor, Property, Liability, Fire, Marine,

Group Term, Group Health, and Group Personal Accident policies.

• Manage end-to-end servicing including policy issuance, endorsements, and renewals.

• Ensure timely assistance and clear communication.

Business Development & Sales

• Achieve assigned business and revenue targets through new business and renewals.

• Acquire new clients through referrals, networking, and structured outreach.

• Increase wallet share through cross-selling and upselling opportunities.

• Prepare and present insurance proposals professionally.

Operations & Compliance

For any queries or clarifications, please write to us at:

hr@pibinsurance.in | info@pibinsurance.in

• Maintain accurate client and policy records in the CRM system.

• Coordinate with underwriting, claims, and operations teams for smooth service delivery.

• Liaise with insurers to resolve client issues efficiently.

• Ensure adherence to IRDAI regulations and company compliance policies.

Qualifications & Skills

• Post Graduate in Commerce, Finance, Business Administration, or a related field.

• 0–3 years of experience in insurance, banking, or financial services preferred.

• IRDAI BQP certification/license is an added advantage.

• Strong product knowledge and communication skills.

• Customer-centric mindset with confidence in sales and relationship management.

What the Company Offers

• Competitive compensation with performance-linked incentives.

• Opportunity to grow with a fast-expanding insurance broking organization.

• Supportive, professional, and ethical work environment.

• Long-term career growth in insurance advisory and client management.

• It is a Full Time Field Sales job for candidates with Freshers.