Insurance Relationship Manager
1 month ago
Key Responsibilities
Building Strong Customer Relationships
- Develop and maintain strong relationships with assigned customer base.
- Ensure retention of existing customer database and identify opportunities for growth.
- Act as primary point of contact for customers, addressing queries and concerns in a timely and professional manner.
- Collaborate with customers to understand their financial goals and provide personalized financial planning assistance.
Requirements
- Excellent communication and interpersonal skills.
- Ability to build trust and rapport with customers.
- Strong analytical and problem-solving skills.
- Proficiency in financial planning and customer relationship management.
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