Insurance Relationship Manager

6 days ago


Mumbai, Maharashtra, India beBeeInsurance Full time ₹ 25,00,000 - ₹ 30,00,000

Insurance Relationship Manager

We are seeking a dynamic and client-focused professional to act as the primary point of contact for clients, ensuring an exceptional service experience while delivering tailored insurance solutions across life, health, commercial, and specialized insurance lines.

The ideal candidate will have a strong understanding of insurance products, excellent interpersonal skills, and a consultative approach to relationship management.

Main Responsibilities:

  • Understand clients' risk profiles, insurance needs, and financial goals to recommend appropriate insurance solutions.
  • Build and maintain long-term relationships by delivering proactive, personalized service.
  • Coordinate with internal departments 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.

Requirements:

  • Bachelors degree 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.


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