Customer Relationship Manager

3 weeks ago

Worli Point, India Troth Insurance Broking & Consultants Pvt. Ltd. Full time

Job Title:
Customer Relationship Manager / Sr. Manager - Business Development

Location:
Worli, Mumbai

Industry:
Insurance Broking

Preferred Background:
Customer Relations – (Health & Commercial) Insurance

Experience Required:
2–5 years in customer relationship/client servicing roles, preferably in health or commercial Insurance

Employment Type:
Full-time

Job 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 management.

Key Responsibilities:


• 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 opportunities.

Requirements:


• Bachelor's degree (preferably in Finance, Insurance, or Business Management); IRDAI licensing preferred.


• 2–5 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.

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