Relationship Manager

Job Description

Role & responsibilities Key Responsibilities: Client Relationship Management: Building and maintaining strong, long-term relationships with clients, acting as their trusted advisor. Needs Assessment: Identifying and understanding clients' insurance needs and recommending suitable products and solutions. Product Knowledge: Possessing in-depth knowledge of the insurance company's products and services to effectively advise clients. Sales and Revenue Generation: Driving sales of insurance products and contributing to the overall revenue growth of the company. Client Communication: Handling client inquiries, providing timely and accurate information, and resolving issues or complaints. Customer Satisfaction: Ensuring high levels of customer satisfaction through excellent service and proactive engagement. Policy Management: Assisting clients with policy-related matters, including renewals, claims, and adjustments. Relationship Building: Networking with potential clients and building relationships with key stakeholders in client organizations. Market Awareness: Staying informed about industry trends, competitor offerings, and regulatory changes. Cross-selling and Upselling: Identifying opportunities to offer additional or upgraded insurance products to existing clients. Internal Collaboration: Working with other departments, such as underwriting and claims, to ensure a seamless client experience. Reporting and Documentation: Maintaining accurate records of client interactions, sales activities, and other relevant information. Compliance: Ensuring adherence to all relevant regulations and company policies. In essence, the Relationship Manager acts as a bridge between the insurance company and its clients, fostering trust and loyalty while driving business growth.