Relationship Manager - Agency Channel - Insurance (4-8 yrs)
Relationship Manager - Agency
A relationship manager is a part of the sales team who builds and maintains relationships with clients and customers. Some relationship managers work only with clients, working to solve any business or technical challenges that they face. They will help them with sales opportunities and drawing in customers.
In this role, will be responsible for meeting with clients, educating them about our services, and guiding them to make the best decisions. You'll also play a key part in generating new business by identifying opportunities for potential sales.
Responsibilities for Relationship Manager :
- Create and enforce plans that will help meet the needs of customers
- Build long-term relationships with clients and customers
- Work quickly to address and resolve customer issues
- Notify the sales team of new sales and cross-selling opportunities
- Become familiar with the competition to stay ahead of them
- Encourage high-sales and good customer service practices
- Create strategies and work with clients to boost their brand
- Help promote and maintain a positive company image.
- Intuitive to customers needs
- Strong communication and interpersonal skills and the ability to build and maintain relationships
- A background in customer service or sales is a plus
- Must understand customer relationship management (CRM)
- Strategic thinker and ability to analyze and solve problems quickly
- Ability to work well with others and lead a team
- Knowledge of math and numbers
- Attentive to detail and organized
- Must be self-motivated, flexible and able to manage several jobs at one time.
As per company guidelines:
- Recruitment & Licensing of Agents
- Achieving Topline & Bottom-line for the channel
- Achieving Line wise budgets
- Training & Handholding of agents to develop the portfolio
- Design local campaigns to improve productivity and align to organizational requirements
- Conduct periodic structure meetings to assess development & plan future course of action
Must have :
Agent Recruitment, General insurance sales.
5 Days a week (9:30 AM to 6:00 PM) Full Time
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