Insurance Relationship Specialist

2 weeks ago

Pushkar, Rajasthan, India beBeeRelationships Full time ₹ 8,00,000 - ₹ 12,10,000
Client Relations Manager

We are seeking a highly skilled Client Relations Manager to join our organization. The successful candidate will be responsible for achieving sales objectives, acquiring new customers, and building strong relationships with existing clients.

  • Achieving Sales Targets: Meet business goals based on Annualized Premium (ANP) and case count.
  • Customer Acquisition: Generate new leads through natural market, referrals, and the orphan base.
  • Client Meetings: Conduct regular meetings to understand client needs and offer suitable insurance solutions.
  • Need-Based Selling: Ensure appropriate solutions through a structured selling model.
  • Upselling & Cross-Selling: Maximize revenue through existing customer base.
  • Post-Sales Service: Resolve queries and ensure timely policy issuance.
  • Customer Engagement: Maintain regular touchpoints and strong relationships with clients.
  • Collaboration: Coordinate with supervisors to plan and execute business strategies.
  • Sales Forecasting: Design and evaluate innovative sales strategies.
  • Database Management: Maintain and grow your customer database in your designated territory.
  • ISMS Compliance: Follow security protocols to safeguard customer and company data.

Mandates:

  • Owning a Bike and having a valid Driving License.
  • Proficient in the regional language.
  • Minimum 1 year of experience in field sales.
  • Strong communication and networking skills.

Key Responsibilities:

• Achieving sales targets by meeting ANP and case count goals
• Building strong relationships with existing clients
• Identifying new business opportunities and converting them into sales
• Providing excellent customer service and ensuring timely policy issuance
• Collaborating with supervisors to plan and execute business strategies

About the Role

The Client Relations Manager will play a critical role in driving sales growth and customer satisfaction. The ideal candidate will possess excellent communication and interpersonal skills, with the ability to build strong relationships with clients and stakeholders.

What We Offer

We offer a competitive salary and benefits package, as well as opportunities for career growth and professional development.

Requirements

To be successful in this role, you will need to have:

• A strong understanding of sales principles and practices.

• Excellent communication and interpersonal skills.

• Ability to work in a fast-paced environment and meet deadlines.

• Proficient in Microsoft Office and other relevant software applications.

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