Life Insurance Specialist
1 week ago
Company Description
Policy Era Insurance Broking Pvt Ltd is revolutionizing the way people purchase insurance. Our company offers the best prices, outstanding customer service, and comprehensive coverage options to meet diverse client needs. We are dedicated to simplifying the insurance buying process and ensuring customer satisfaction in every interaction.
Job Summary
This is a full-time on-site role for a Life Insurance Cross-Sell Relationship Manager, located in Bhandup. The manager will be responsible for managing and growing client relationships by identifying and capitalizing on cross-selling opportunities for various life insurance products. This role involves understanding clients needs and providing tailored insurance solutions to enhance customer satisfaction and drive business growth.
Key Responsibilities:
- Client Relationship Management: Build and maintain strong, long-lasting relationships with a portfolio of clients. Act as a trusted advisor to key accounts, ensuring high levels of customer satisfaction.
- Cross-Selling: Identify opportunities to cross-sell additional life insurance products to existing clients. Work closely with internal teams to develop and implement cross-selling strategies.
- Needs Assessment: Conduct thorough assessments of clients insurance needs and provide appropriate solutions. Educate clients about different policies and financial plans.
- Sales and Business Development: Meet and exceed sales targets by effectively managing client portfolios. Generate new business through upselling and cross-selling.
- Collaboration:Work with underwriters, financial advisors, and other stakeholders to develop customized insurance packages. Coordinate with sales teams to ensure seamless delivery of services.
- Compliance and Reporting: Ensure all activities comply with company policies and regulatory requirements. Prepare reports on account status and sales performance.
- Market Knowledge: Stay current on industry trends, market conditions, and competitor offerings. Use this knowledge to provide valuable insights to clients and develop effective sales strategies.
Qualifications:
Education:Bachelor's degree in finance, business, or a related field. Additional certifications in insurance or financial planning are advantageous.
Experience:Proven work experience as a Relationship Manager, Account Manager, or in a similar role. Previous experience in the insurance industry is preferred.
Skills:Excellent communication, negotiation, and problem-solving abilities. Strong analytical skills to assess client data and market trends. Proficiency in using CRM software.
Benefits:
- Competitive salary with opportunities for Incentives based on performance.
- Professional development opportunities to enhance career prospects.
Work Environment:
- Office setting with potential for some remote work. Travel may be required for client meetings.
-
Dist Department Lead
7 hours ago
India Kotak Life Insurance Full timeAbout UsKotak Life Insurance is dedicated to delivering exceptional customer experiences and driving business growth.Key ResponsibilitiesThe successful candidate will be responsible for:Increasing Distribution: Grow the LA base through coding of new partners and increase distribution through Pragati Promotion.Meet Business Numbers: Achieve the budgeted...
-
Life Insurance Learning Specialist
19 hours ago
India TekPillar® Full timeWe are searching for a highly skilled Life Insurance Learning Specialist to join our team at TekPillar®. The ideal candidate will have expertise in designing and delivering training programs that meet the unique needs of the life insurance industry.About the Role:Develop and execute comprehensive training plans to enhance employee performance and customer...
-
Max Life Insurance
1 week ago
India Max life insurance co ltd Full timeJob Description : Position : Data & Information Architecture Lead. Department : Digital Technology. Department : Enterprise Architecture, Data & Integration. Reporting to : Enterprise Architect. Location : Gurgaon. Job summary : As a Data and Information Architect, you are part of Enterprise Architecture team focusing on driving innovation, improving...
-
Insurance Solutions Consultant
3 days ago
India Ageas Federal Life Insurance Full timeAbout UsAt Ageas Federal Life Insurance, we strive to be a leader in the Indian life insurance market by leveraging the expertise and strength of our partners. Our team of experienced professionals works together to develop and deliver innovative insurance solutions that meet the evolving needs of our customers.With a focus on customer satisfaction, we aim...
-
Business Development Specialist
3 days ago
India Ageas Federal Life Insurance Full timeWhat We DoWe at Ageas Federal Life Insurance offer a range of life insurance solutions designed to address the diverse needs of our customers. From term life insurance to endowment plans, our products are crafted to provide financial protection and security for individuals and families across India.Our expert team works closely with customers to understand...
-
Manual Testing with Life Insurance
3 weeks ago
India TribolaTech Full timeJob Title: Manual Testing with Life Insurance About Client : IT MNC Experience : 4 to 6 yrs. Location : WFH Note: Looking for Immediate to 30 days Joiners. Our client believes in connecting people and business to Insurance in ways that are Innovative, Hyper-Relevant, Compelling and Personal. They bring together the brightest minds to build the future of...
-
Insurance Placement Specialist
7 days ago
India Anand Rathi Insurance Brokers Ltd Full timeJob OverviewAnand Rathi Insurance Brokers Ltd is seeking an experienced Insurance Placement Specialist to join its team. The ideal candidate will possess a strong understanding of insurance products, policies, and underwriting practices.Key Responsibilities:Insurance Product Analysis:Analyze clients' risk profiles and insurance needs to determine the most...
-
Senior Managing Partner
11 hours ago
India Kotak Life Insurance Full timeCompany OverviewKotak Life Insurance is a leading life insurance company in India, providing innovative products and services to its customers.Job DescriptionWe are seeking an experienced Senior Managing Partner to lead our Dist Department. The ideal candidate will have a proven track record of increasing distribution through coding of new partners and...
-
Branch Manager in Life Insurance
1 day ago
India TekPillar® Full timeIndia's leading life insurance company is seeking a dynamic and result-oriented Branch Manager for its Agency Vertical. The incumbent will be responsible for driving business growth, leading a team of agency partners, and ensuring the achievement of sales targets while maintaining operational excellence.Job Roles and Responsibilities:Lead, mentor, and manage...
-
Training Manager in Life Insurance
1 day ago
India TekPillar® Full timeWe Are Hiring For India's Leading Life Insurance CompancyKey Responsibilities:Develop & implement L&D strategies aligned with business goals.Design & deliver training programs for employees & sales teams.Create engaging learning content & digital training modules.Assess training needs & measure effectiveness.Ensure compliance with IRDAI regulations.Utilize...
-
Training Manager in Life Insurance
1 day ago
India TekPillar® Full timeWe Are Hiring For India's Leading Life Insurance Compancy Key Responsibilities: Develop & implement L&D strategies aligned with business goals. Design & deliver training programs for employees & sales teams. Create engaging learning content & digital training modules. Assess training needs & measure effectiveness. Ensure compliance with IRDAI regulations....
-
Branch Head in the Life Insurance
1 day ago
India TekPillar® Full timeWe are looking for a Branch Manager – Agency Vertical to lead and manage a team of Sales Managers for one of India's leading life insurance companies.The role involves recruiting, training, and motivating the team to achieve business targets, drive revenue growth, and maintain strong relationships with agents and customers.Key Responsibilities:Lead and...
-
Cdm - Exide Life Insurance - Hubil
3 weeks ago
India UpMan Placements Full timeJob Location- Hubil, India- Experience (in Years)- 3 - 3- Job Type- Full Time**Job Description**: Looking for agency training expereince About Company Upman Placements is a firm of Researcher & Recruitment Specialists. The company started life in 2002 in India as a recruitment specialist firm. The company has built a stellar reputation for high ethical...
-
Insurance Solutions Expert
6 days ago
India Zopper Full timeCompany OverviewZopper is a Series D-funded startup in the InsurTech space, enabling large B2C businesses to offer insurance solutions to their customers through innovative technology.Job DescriptionWe are looking for a skilled customer support specialist to join our team. The ideal candidate will have prior experience in life insurance and excellent...
-
Client Relationship Expert
4 days ago
India Ageas Federal Life Insurance Full timeCompany OverviewAgeas Federal Life Insurance is a joint venture between Ageas, a leading multinational insurance company based in Europe, and Federal Bank, India's prominent bank. Our partnership brings together the expertise and strength of both partners to provide innovative life insurance solutions tailored to the needs of clients.We are dedicated to...
-
Life Insurance Actuary Professional
1 day ago
India Oliver Wyman Full timeAbout the RoleWe are seeking a highly skilled Life Insurance Actuary to join our team at Oliver Wyman. As an actuary, you will work with clients across the globe to provide expert advice on risk management and financial analysis.Company OverviewOliver Wyman is a global leader in management consulting, with offices in 70 cities across 30 countries. Our firm...
-
Realtionship manager
4 days ago
India Ageas Federal Life Insurance Full timeJob DescriptionCompany DescriptionAgeas Federal Life Insurance is a joint venture between Ageas, a leading multinational insurance company based in Europe, and Federal Bank, India's prominent bank. The company leverages the expertise and strength of both partners to provide innovative life insurance solutions tailored to the needs of clients. Ageas Federal...
-
Business Growth Leader in Life Insurance
1 day ago
India TekPillar® Full timeAt TekPillar®, we are seeking a seasoned professional to drive business growth and lead our agency vertical as a Branch Manager. The ideal candidate will be responsible for overseeing a team of agency partners, ensuring operational excellence, and driving sales targets.Key Responsibilities:Lead a high-performing team of agency partners and sales staff,...
-
Corporate Insurance Solutions Specialist
3 days ago
India Yo Hr Consultancy Full timeJob Overview: We are seeking a Corporate Insurance Solutions Specialist to join our team at Yo Hr Consultancy. As a key member of our sales department, you will be responsible for developing and implementing corporate insurance solutions to drive revenue growth and improve client satisfaction.Main Responsibilities:Develop and execute corporate insurance...
-
L&D Manager
15 hours ago
India TekPillar® Full timeTekPillar® seeks a dedicated L&D Manager to lead our life insurance training initiatives. This role involves developing and implementing training programs that cater to the specific needs of the life insurance sector.Responsibilities:Design and deliver training programs for employees and sales teams, focusing on skill enhancement and knowledge...