Relationship Manager/Senior Relationship Manager
2 weeks ago
Key Responsibilities
- Develop and manage a portfolio of clients, ensuring high levels of customer satisfaction and retention.
- Understand client insurance requirements and recommend suitable products (life, health, general, etc.).
- Achieve sales targets through upselling, cross-selling, and new client acquisition.
- Conduct regular follow-ups for policy renewals, premium payments, and service feedback.
- Collaborate with underwriting, claims, and operations teams to resolve client issues efficiently.
- Stay updated on industry trends, regulatory changes, and competitor offerings.
- Maintain accurate records of client interactions and sales activities using CRM tools.Role & responsibilities
Preferred candidate profile
Skills & Competencies
* Strong interpersonal and communication skills.
* Customer-centric mindset with problem-solving abilities.
* Knowledge of insurance products and regulatory guidelines.
* Sales-driven with negotiation and persuasion skills.
* Ability to manage multiple client accounts and prioritize tasks
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