Troth Insurance

Job Title: Customer Relationship Manager / Sr. Manager Business Worli, Insurance Background: Customer Relations (Health & Commercial) Required: 25 years in customer relationship/client servicing roles, preferably in health or

commercial Type: Summary:

We are seeking a dynamic and client-focused Customer Relationship Manager (CRM) to join our team at a leading insurance broking firm.

The CRM will act as a key point of contact for clients, ensuring an exceptional service experience while delivering tailored insurance solutions.

The ideal candidate will have a strong understanding of insurance products, exceptional interpersonal skills, and a consultative approach to relationship Act as the primary relationship manager for clients, representing the company in all interactions with professionalism and expertise.

- Understand clients' risk profiles, insurance needs, and financial goals to recommend appropriate life, health, commercial, and specialized insurance solutions.

- Build and maintain long-term relationships by delivering proactive, personalized service.

- Coordinate with internal departments (underwriting, claims, operations) to ensure smooth policy issuance, servicing, and claim settlement.

- Monitor policy renewals, follow up on premium collections, and ensure timely communication of all key events and milestones.

- Provide market insights and periodic reviews of clients insurance portfolios.

- Ensure compliance with IRDAI regulations and company standards while managing sensitive client information.

- Attend client meetings, review sessions, and networking events to enhance relationships and explore cross-selling Bachelors degree (preferably in Finance, Insurance, or Business Management); IRDAI licensing preferred.

- 25 years of experience in insurance broking, financial services, or wealth management, with

exposure to HNI clients.

- Strong knowledge of insurance products across life, health and commercial insurance lines.

- Excellent communication, negotiation, and interpersonal skills.

- High level of integrity, confidentiality, and customer focus.

- Proficiency in CRM software and MS Office tools.