Website:
entrustcfoservices.com
Job details:
About Entrust Family Office:
- A Multi Family Office that handles all financial matters of Uber-Wealthy Families/ UHNI Individuals/ Corporates.
- One of the earliest firms in India, to be registered under SEBI's new Investment Advisor guidelines.
- Specialized in facilitating Investment Advisory, Shared CFO Services, Private Equity, Business Advisory, Legal & Taxation etc. Presently expanding its capabilities to fulfil client needs.
- Founded in Bengaluru in 2013, by industry professionals with work experience in senior roles in reputed organizations such as Kotak Mahindra Bank, HDFC Bank and IL&FS Investment Managers.
- Backed by a team of senior professionals with significant domain expertise in financial services.
- Entrust Family Office has built a strong reputation of a client centric firm with high integrity.
Position Overview: Senior Manager — Insurance Operations
A critical enabler role managing the end-to-end operational backbone of the insurance vertical — sub-agent partnerships, insurer empanelment, claims support, revenue reconciliation, and IRDAI compliance. Works closely with the Principal Officer and revenue team to ensure seamless policy servicing and regulatory adherence.
Job Title: Senior Manager — Insurance Operations
Department: Insurance Vertical
Location: Bangalore / Chennai
Experience: 4–8 years in insurance distribution or financial services sales
Key Responsibilities
- Manage and coordinate sub-agent and broker relationships — onboarding, compliance, productivity tracking
- Prepare and coordinate insurance quotes across life, health, GI, and group product lines
- Provide end-to-end claims support — intimation, documentation, insurer coordination, and settlement tracking
- Coordinate CA agreement process for new insurer empanelment and maintain empanelment registers
- Reconcile commission payouts from all insurer partners monthly and resolve discrepancies
- Manage IRDAI statutory registers and file H1/H2 returns within prescribed timelines
- Handle IRDAI complaint management — acknowledgement, resolution, and regulatory reporting
- Support CA license renewal and IRDAI inspection requirements
Key Qualification & Experience
- Working knowledge of IRDAI CA regulations, complaint management, and statutory filings
- Experience in commission reconciliation, insurer coordination, and claims handling
- Familiarity with sub-agent onboarding and broker management processes
- Proficiency in MS Excel and CRM tools; insurance policy management system experience preferred
- Detail-oriented with strong written communication for insurers and regulatory correspondence
Personal Attributes
- Strategic thinker with intellectual curiosity and a client-first orientation.
- High integrity with the ability to build trusted relationships with UHNI families and corporates.
- Ability to thrive in an entrepreneurial, fast-paced, lean environment.
- Collaborative approach with strong ownership and accountability
Why Join Entrust Family Office
- Be part of a dynamic and purpose-driven organisation at the intersection of wealth and impact.
- Work closely with top-tier UHNI investors, entrepreneurs, and next-gen leaders.
- Drive meaningful change in the world of Family Office, Investments, and Insurance.
- High-trust, high-accountability culture — advisory-first, not sales-driven.
Click on Apply to know more.
