Insurance Relationship Professional

5 days ago


Bhopal, Madhya Pradesh, India beBeeRelationship Full time ₹ 1,50,000 - ₹ 28,00,000
Insurance Relationship Specialist

We are seeking an experienced Insurance Relationship Specialist to join our team. As an Insurance Relationship Specialist, you will be responsible for building and maintaining strong relationships with customers in relation to insurance products and services offered by our bank.

About the Role:
  • This is a unique opportunity to work with our clients, understand their insurance needs, and provide personalized solutions based on individual requirements.
  • You will develop a comprehensive understanding of the insurance products we offer, including life insurance, health insurance, general insurance, and other relevant insurance solutions.
Key Responsibilities:
  1. Customer Relationship Management: Establish and maintain strong relationships with bank customers, engaging with them to understand their insurance needs, providing information about available insurance products, and offering personalized solutions.
  2. Insurance Product Knowledge: Develop a comprehensive understanding of the insurance products offered by our bank, including product features, benefits, terms, and conditions.
  3. Sales and Cross-Selling: Actively promote and sell insurance products to bank customers, identifying cross-selling opportunities by analyzing customer profiles and financial needs.
  4. Needs Analysis and Solution Design: Conduct needs analysis for customers to determine their insurance requirements, assessing their risk profile, financial goals, and coverage needs.
  5. Documentation and Application Processing: Assist customers with the completion of insurance application forms and related documentation, ensuring accuracy and completeness of information provided.
  6. Customer Service and Support: Provide ongoing customer service and support to address inquiries, claims processing, and policy servicing requirements.

As an Insurance Relationship Specialist, you will have the opportunity to work with a diverse range of customers, develop your skills and knowledge in insurance products, and contribute to the growth and success of our business.

What We Offer:
  • A dynamic and supportive work environment.
  • Ongoing training and development opportunities.
  • The chance to work with a variety of insurance products and services.


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