Assistant Manager
Employer: Maritime Placements (Pvt) Ltd
Industry: Management
Location: Sri Lanka
Position Summary
The Assistant Manager – Operations & Portfolio Development will manage the existing insurance portfolio, drive cross-selling initiatives, and oversee all operational functions, including renewals, new business processing, and claims management. This role requires strong insurance technical knowledge, excellent client relationship skills, and the ability to ensure operational efficiency while supporting revenue growth.
Key Responsibilities
Manage and maintain the client portfolio across all insurance classes.
Ensure timely follow-up on renewals to maintain high retention ratios.
Identify opportunities to cross-sell and up-sell additional insurance products within the existing client base.
Oversee the end-to-end process of renewals, new business placements, endorsements, and policy documentation.
Ensure accuracy of quotations, policy wordings, and technical documentation.
Coordinate with insurers to obtain competitive terms and negotiate placements.
Supervise and manage claims from notification to settlement.
Liaise with insurers, loss adjusters, and other stakeholders to expedite claim settlements.
Ensure adherence to regulatory requirements and company policies.
Prepare periodic portfolio performance and operational reports for the Manager.
Guide and supervise junior executives and operational staff (if applicable).
Qualifications & Experience
Bachelor’s Degree in Insurance, Business Administration, Finance, or a related field.
Professional insurance qualification (AIII, ACII/part qualification, or equivalent) is an added advantage.
Minimum 5–8 years of experience in the insurance industry, preferably in a brokerage environment.
Strong technical knowledge of General and/or Life insurance products.
Hands-on experience in renewals, claims handling, and new business processing.
Sound understanding of Sri Lankan insurance regulatory requirements.
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