Roles and Responsibilities:

- Understanding the insurance needs of clients

- Coordinate with other departments

- Communicate to the client the best solution

- Make presentations to clients as required.

- Maintain documentation relating to business placed and renewed.

- Maintain MIS and Reporting Systems

- Coordinate/Communicate with clients relating to any maintenance needs.

- Manage the client during the year.

- Handle the clients allocated in line with the companies set guidelines.

- Developing the insurance business and build the team to channelize the sales.

- The person will be responsible to take the lead and drive the initiatives.

- Discussing and assessing client's current and future insurance needs.

- Building and maintaining business relationships with clients

- Scheduling and attending meetings and Researching insurance policies and products

- Understanding company verticals

- Achieving efficiency parameters

- Completing meetings and creating leads

- Coordination with Client Acquisition for closure

- Client Handover

- Relationship meetings

- Updating CRM with meetings, leads, enquiries and meeting results

- Reviews

Desired Candidate Profile:

- Sales, Customer Service, Relationship management

- General Insurance with Strong communication & interpersonal skills with aptitude in building relationships.Ability in problem-solving & negotiation.

- Candidate should have insurance background, and should have worked with a Broker or Insurer in the past.

Perks and Benefits:

- Fixed Salary + Incentives.

- 5 days working (Saturday half day).

Role: Client Relationship Manager

Experience Required: 3 to 8 years.

Industry Type: Insurance

Functional Area: Sales, Retail, Business Development

Employment Type: Full Time, Permanent

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.