Senior Manager - Insurance Operations

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.