Relationship Manager Agency

3 weeks ago

Mumbai, India Careerfit.ai Full time

Responsibilities:

  • Build and maintain strong relationships with agency partners, including insurance agencies, brokerage firms, and financial advisory firms.
  • Serve as the primary point of contact for agency partners, addressing inquiries, providing support, and resolving issues in a timely and professional manner.
  • Collaborate with agency partners to develop and implement sales and marketing strategies to promote products and services.
  • Conduct regular meetings and training sessions with agency partners to educate them about product offerings, sales techniques, and industry trends.
  • Monitor and analyze agency performance metrics, such as sales targets, revenue growth, and customer satisfaction, and provide insights and recommendations for improvement.
  • Identify new business opportunities and potential agency partners, and work to expand the agency network.
  • Coordinate with internal teams, including sales, marketing, and underwriting, to ensure alignment of strategies and initiatives with agency objectives.
  • Stay updated on industry trends, market developments, and competitor activities to inform strategic decision-making and maintain a competitive edge.

Requirements:

  • Bachelor’s degree in Business Administration, Marketing, Finance, or related field; Master’s degree preferred.
  • Proven experience in relationship management or sales within the insurance or financial services industry.
  • Strong communication, negotiation, and interpersonal skills.
  • Demonstrated ability to build and maintain relationships with key stakeholders.
  • Experience in developing and implementing sales and marketing strategies.
  • Analytical mindset with the ability to interpret data and metrics to drive decision-making.
  • Ability to work independently and collaboratively in a fast-paced, dynamic environment.
  • Knowledge of insurance products, regulations, and industry trends.

Skills:

  • Relationship Management: Building and nurturing relationships with agency partners.
  • Sales and Marketing: Developing and implementing strategies to promote products and services.
  • Communication: Effectively communicating with internal and external stakeholders.
  • Analytical: Analyzing data and metrics to drive decision-making.
  • Collaboration: Working collaboratively with cross-functional teams.

Preferred:

  • Master’s degree in Business Administration or related field.
  • Professional certifications in sales, marketing, or insurance.
  • Experience with CRM software and sales analytics tools.

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