
Establishing Insurance Relationships
17 hours ago
Job Title: Insurance Relationship Lead
Role Overview:
We are seeking an experienced insurance professional to lead key account growth, manage strategic partnerships, and drive high-value sales across Property, Liability, Casualty, and Life segments.
Main Responsibilities:
- Develop and execute strategies to acquire and grow high-value clients and channel partners
- Act as the primary relationship owner for key accounts with regular client engagement
- Collaborate with internal stakeholders for customized insurance solutions and quotations
- Lead complex negotiations, ensure competitive pricing, and close large-ticket deals
- Provide guidance to junior team members and support team performance improvement
- Monitor market developments and provide actionable insights to the leadership team
- Represent the company in client meetings, industry events, and networking opportunities
- Drive renewals, claims assistance, and ensure client satisfaction across touchpoints
Key Performance Areas (KPA):
- High-value client acquisition and retention
- Achievement of quarterly and annual revenue targets
- Contribution to strategic initiatives and product bundling
- Effective resolution of client queries and claims follow-ups
- Coaching and development of junior sales team members
Essential Skills & Qualifications:
- Graduate/Postgraduate degree in Business or related field (MBA preferred)
- 58 years of solid experience in Insurance Broking or B2B Insurance Sales
- Strong network of clients and distributors in insurance domain
- Advanced understanding of Property, Casualty, Liability, and Life insurance products
- Strategic mindset with strong leadership, communication, and consultative selling skills
-
Urgent: Relationship Manager
3 weeks ago
Kolkata, West Bengal, India Insurance Co. Ltd. Full timePosition: Relationship Manager - Insurance Location: Multiple Locations Across India Experience: 2–6 years in Sales/Insurance/Financial Services Employment Type: Full-Time What You'll Do: Build and nurture strong client relationships Drive sales of life insurance products through direct and partner channels Understand customer needs and offer customized...
-
Only 24h Left Deputy Manager
3 weeks ago
Kolkata, West Bengal, India Max Life Insurance Full timeCareer OpportunitiesPositionAM DM-DepartmentCustomer Advisory TeamReporting toBranch Relationship ManagementJOB SUMMARYDirect customer service and sales to existing MLI customers through relationship building Existing Customer database will be provided by company called the Book of Relations- BoR KEY RESPONSIBILITIESService through relationship...
-
Senior Officer
3 days ago
Kolkata, West Bengal, India Max Life Insurance Full timeJob DescriptionDirect customer service and sales to existing MLI customers through relationship building. ExistingCustomer database will be provided by company (called the Book of Relations- BoR).KEY RESPONSIBILITIESService through relationship management- Establishing and strengthening relationship with the allocated customer base.- Ensure retention of in...
-
Shriram Life Insurance
23 hours ago
Kolkata, West Bengal, India Shriram Life insurance Full timeAssistant Business Manager the Role:We are looking for a dynamic and result-oriented Assistant Business Manager to support business growth, manage client relationships, and oversee day-to-day operations. The ideal candidate will possess strong analytical, leadership, and communication skills to contribute to business planning, performance monitoring, and...
-
Deputy Manager
3 days ago
Kolkata, West Bengal, India Max Life Insurance Full timeJob Description- Establishing and strengthening relationship with the allocated customer base.- Ensure retention of in his/her allocated Book of Relations (existing customer database).- Act as single point of contact for customers for any customer query/complaint.- Identify financial goals of customers and providing financial planning assistance.-...
-
Female Health Insurance Promoter
2 days ago
Kolkata, West Bengal, India beBeeTelecaller Part time ₹ 60,000 - ₹ 10,80,000Telecalling PositionWe are seeking a highly skilled and motivated individual to promote our health insurance products via telephone.Main Responsibilities:To establish contact with potential customers and introduce and explain the features and benefits of our company's health insurance offerings.To respond to customer inquiries, providing accurate information...
-
Kolkata, West Bengal, India Verner Pvt Ltd Full timeUrgent Hiring Relationship Manager/Senior Relationship Manager /District Business Manager In Insurance - Direct ChannelLocation – KolkataCTC- 3 LPA to 5.5 LPA Role and responsibilitiesAchieve assigned business targets within the specified timelines.Acquire new customers through field sales and relationship management.Ensure a timely policy issuance by...
-
Relationship Manager
4 weeks ago
Kolkata, West Bengal, India Universal Sompo General Insurance Co. Ltd. Full timeJob DescriptionThe ideal candidate will be responsible for gaining a deep understanding of the clients&apos business objectives and challenges and creating strategic recommendations based off of this understanding. You will do so by building a strong relationship with our clients and analyzing our clients&apos data. Essentially, you will act as the main...
-
Life Insurance Specialist
3 days ago
Kolkata, West Bengal, India beBeeInsurance Full timeRelationship Manager - Insurance SpecialistThe successful candidate will be responsible for promoting and selling life insurance policies to prospective clients through direct channels.Understanding client needs and recommending suitable insurance products is a crucial aspect of this role.Building and maintaining strong relationships with clients to ensure...
-
Financial Sales Manager
3 days ago
Kolkata, West Bengal, India Max Life Insurance Full timeJob DescriptionTakes responsibility of fulfilling leads & prospecting new business from salary segment of bank partner to close Protection and annuity business.- KEY RESPONSIBILITIESLead generation at the time of account opening/service call being made to the customer- Establishing & strengthening relationship with Cluster head & staff to gain mindshare from...