Relationship Manager II Health Insurance II Agency Channels

Job Title: Relationship Manager

Location : Kolkata , Bhubaneshwar , Jharkhand , Puri , Cuttack , Jharkhand

About Policybazaar :

As India largest insurance broker, Policybazaar is committed to making insurance accessible and understandable for every Indian. Since 2008, we have been at the forefront of transforming the insurance sector by providing transparent, efficient, and unbiased solutions tailored to the diverse needs of over 80.5 million registered users.With a dominant market share of over 93% in the digital insurance aggregator space and annual premium collection exceeding 15,000 crore in FY24, we have established ourselves as a trusted name in insurance and financial protection. Our platform facilitates millions of insurance inquiries annually and features a wide range of products from over 50 insurance partners, covering health, life, motor, and corporate insurance solutions.To date, we have issued over 44.3 million policies and played a crucial role in protecting 9 million families against death, disease, and disability. Our 24x7 online support, combined with on-ground assistance from over 6,000 insurance advisors, ensures a seamless experience for our customers.With an average customer rating of 4.4 stars and more than 23 million app downloads, we are dedicated to fulfilling the Insurance Regulatory and Development Authority of India (IRDAI) vision of "Har Family Hogi Insured by 2047." Whether it is policy issuance, claim settlement, or simply understanding your insurance needs better, we are here to help.Join us on our mission to make insurance simple, accessible, and effective for all.

Job Role:

As a Health Relationship Manager, you will be responsible for managing high-value health insurance portfolios and delivering end-to-end insurance solutions to HNI customers. This role focuses on personalized service, upselling, and cross-selling multiple insurance products while offering comprehensive post-sale support.

The role requires regular field visits to meet customers in person for consultations, relationship building, and closing sales.

Roles and Responsibilities:

Lead Management & Ownership

• Actively engage with company-provided HNI leads for Health Insurance.
• Build personal lead pipelines via referrals and self-sourced channels, with complete ownership and entrepreneurial freedom.

Client Engagement Existing HNI Health Customers

• Visit customers who already hold health insurance policies from Policybazaar to
• Upsell higher coverage and top-up plans.
• Cross-sell other insurance products like Term, Motor, Travel, and policies for family and friends.

Comprehensive Product Training & Expertise

• Receive structured and ongoing training in: Health Insurance, Term Plans, Investment-linked Insurance, Motor and Travel Insurance
• This equips you to provide holistic, consultative insurance solutions.

Portfolio & Relationship Management

• Post-sale, act as a dedicated portfolio manager for each client.
• Manage the full lifecycle: onboarding, policy issuance, servicing, renewals, claims assistance, and customer satisfaction.

One-Stop Insurance Solution Provider

• Serve as a single point of contact for all insurance needs.
• Ensure customer convenience and build long-term, trust-based relationships.

ISMS Responsibilities:

• Be aware and comply with the ISMS Policy, procedures and objectives;
• Actively participate in ISMS exercises;
• Request access to information access from their Team Leaders/ Executives;
• Report known and suspected security incidents to the IT Helpdesk;
• Protect secrecy of passwords; and
• Protect information assets used by them against compromise of assets confidentiality, integrity or availability.

Desired Skills:

• Proven experience in insurance sales or working with HNI clients.
• Strong consultative selling, interpersonal, and relationship-building skills.
• Excellent communication and negotiation skills.
• Familiarity with CRM tools and sales pipeline management.
• Self-driven and target-oriented mindset.
• Any graduate or equivalent qualification.

What do we offer?

• Opportunity to earn good incentives
• Endless growth opportunity
• GMC Group Medical Coverage
• Group Personal Accident Insurance
• Gratuity
• Wellness Programs
• Give back to society through CSR
• Continuous talent enhancement program
• Childcare facility
• Tax Saving flexi benefits

We Are an Equal Opportunity Employer

At our company, we firmly believe in upholding the principles of Equal Employment Opportunity (EEO). We ensure that all individuals, regardless of their race, ethnicity, gender, age, religion, disability, or any other protected characteristic, have equal access to employment opportunities, fair treatment, and advancement within our organization.

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