Insurance Relationship Manager
2 days ago
Job Description:
The Insurance Relationship Manager (IRM) is responsible for building, managing, and nurturing long-term client relationships by offering comprehensive insurance solutions across Life, Health, and General Insurance products. The role focuses on understanding client needs, providing personalized advice, ensuring seamless policy servicing, and achieving business growth through ethical and professional advisory practices.
Key Roles & Responsibilities:
- Identify prospective clients and understand their insurance requirements.
- Recommend appropriate life, health, and general insurance products based on client profiles.
- Maintain strong client relationships through regular interaction and portfolio reviews.
- Support clients in policy issuance, renewals, claims, and documentation.
- Achieve sales targets and contribute to branch and organizational revenue goals.
- Collaborate with product teams to offer customized insurance and investment packages.
- Stay updated on product changes, underwriting guidelines, and industry developments.
- Ensure strict adherence to IRDAI and company compliance standards.
- Conduct financial awareness and client education sessions to promote protection planning.
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