Customer Relationship Manager
2 weeks ago
Job Title:
Customer Relationship Manager / Sr. Manager - Business Development
Location:
Worli, Mumbai
Industry:
Insurance Broking
Preferred Background:
Customer Relations – (Health & Commercial) Insurance
Experience Required:
2–5 years in customer relationship/client servicing roles, preferably in health or commercial Insurance
Employment Type:
Full-time
Job Summary:
We are seeking a dynamic and client-focused Customer Relationship Manager (CRM) to join our team at a leading insurance broking firm. The CRM will act as a key point of contact for clients, ensuring an exceptional service experience while delivering tailored insurance solutions. The ideal candidate will have a strong understanding of insurance products, exceptional interpersonal skills, and a consultative approach to relationship management.
Key Responsibilities:
• Act as the primary relationship manager for clients, representing the company in all interactions with professionalism and expertise.
• Understand clients' risk profiles, insurance needs, and financial goals to recommend appropriate life, health, commercial, and specialized insurance solutions.
• Build and maintain long-term relationships by delivering proactive, personalized service.
• Coordinate with internal departments (underwriting, claims, operations) to ensure smooth policy issuance, servicing, and claim settlement.
• Monitor policy renewals, follow up on premium collections, and ensure timely communication of all key events and milestones.
• Provide market insights and periodic reviews of clients' insurance portfolios.
• Ensure compliance with IRDAI regulations and company standards while managing sensitive client information.
• Attend client meetings, review sessions, and networking events to enhance relationships and explore cross-selling opportunities.
Requirements:
• Bachelor's degree (preferably in Finance, Insurance, or Business Management); IRDAI licensing preferred.
• 2–5 years of experience in insurance broking, financial services, or wealth management, with exposure to HNI clients.
• Strong knowledge of insurance products across life, health and commercial insurance lines.
• Excellent communication, negotiation, and interpersonal skills.
• High level of integrity, confidentiality, and customer focus.
• Proficiency in CRM software and MS Office tools.
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