Account Manager

Company Description Coverbiz is India’s highest-rated business insurance platform, focused on protecting organizations from the financial impact of unexpected events. The company helps businesses manage liabilities related to fires, natural disasters, cyber attacks, lawsuits, and other risks that can disrupt operations. By combining specialized insurance products with expert guidance, Coverbiz enables clients to safeguard assets and maintain business continuity. Team members work in a dynamic, impact-driven environment where they contribute directly to the financial resilience of diverse businesses across India.
Role Description The Account Manager role is a full-time, on-site position based in Bengaluru. The Account Manager will manage a portfolio of business clients, serving as the primary point of contact for insurance-related needs, policy inquiries, and renewals. Responsibilities include understanding client risk profiles, coordinating with internal teams to tailor insurance solutions, preparing proposals and policy documentation, and ensuring timely renewals and endorsements. The role involves monitoring client satisfaction, resolving issues, identifying cross-sell and upsell opportunities, and maintaining accurate records in CRM systems. The Account Manager will also collaborate with underwriting and operations teams, support key account reviews, and provide regular performance and risk reports to clients.
Qualifications
Ability to build strong client relationships, manage accounts proactively, and handle multiple stakeholders effectively.
Strong communication and presentation skills, with the ability to explain complex insurance concepts in clear, simple language.
Solid organizational and time-management skills, including attention to detail and follow-through on client commitments.
Analytical skills to assess client risk profiles, interpret data, and recommend appropriate insurance solutions.
Comfort with CRM tools and basic office software (e.g., spreadsheets, documents, presentations).
Prior experience in insurance, financial services, or B2B client management is highly beneficial.
Bachelor’s degree in business, finance, insurance, or a related field is preferred.
Ability to work collaboratively in an on-site team environment in Bengaluru and adapt to a fast-paced, growth-focused organization.

Work arrangement
No