Senior Relationship Manager - Business Development - Insurance Broking Firm (5-15 yrs)

The job details are as follows-

Company - Leading Insurance Broking Company

Role - Sr. Relationship Manager

Location - Mumbai and Delhi.

Job Overview :

We are seeking a Senior Relationship Manager to oversee and expand our commercial insurance portfolio, focusing on both Employee Benefits (EB) and Non-Employee Benefits (Non-EB) products. This role is field-based, requiring regular client visits to understand their insurance needs and provide customized solutions to foster long-term relationships and business growth.

Key Responsibilities :

Client Relationship Management : Establish and nurture strong, lasting relationships with B2B clients through regular in-person meetings and field visits.

Risk Management Consultation : Assess clients' business needs and deliver tailored risk management strategies using EB, Liability, and Asset Insurance solutions.

Collaboration with SMEs : Work closely with internal Subject Matter Experts to facilitate cross-selling, upselling, reselling, or policy rollover opportunities.

On-Site Engagement : Perform on-site assessments, provide consultations, and conduct insurance feedback reviews to improve service quality.

Business Growth : Promote client retention and drive new business by presenting EB and Non-EB products, as well as suggesting policy upgrades or changes.

Renewals and Claims Support : Oversee policy renewals and assist clients with claims, collaborating with internal claims specialists for efficient processing.

Industry Awareness : Stay up-to-date with industry trends, competitor offerings, and regulatory changes to offer competitive solutions to clients.

Team Collaboration : Coordinate with internal teams to ensure smooth policy administration and high-quality service delivery.

Cross-Selling Opportunities : Identify and leverage opportunities to cross-sell both EB and Non-EB insurance products.

Qualifications:

- Education: Bachelor's degree in Business, Finance, or related field (preferred).

Experience:

- Minimum 5 years of experience in commercial insurance, with expertise in both EB and Non-EB insurance lines.

- Proven field sales experience with a strong track record in relationship management.

- Demonstrated experience in consulting with agents, brokers, and direct clients across all lines of business.

Skills:

- Excellent communication, negotiation, and interpersonal skills.

- Strong problem-solving and analytical capabilities for evaluating client needs and recommending solutions.

- Self-motivated with the ability to manage a client portfolio independently.

- Experience managing a large client base (approximately 200 B2B clients annually).

Please note: The above-mentioned description is just a gist of the profile. Detailed discussion will happen at the time of the Personal round of discussion.

- If you think that you fit the will, please share your updated copy of resume with your contact details mentioned and we will divulge more information regarding the position.

Please share your resume or may directly contact on +91 8976195520.

"PLEASE NOTE - In case you are presently working with one of our current clients, we will be unable to share your candidature ahead for the mentioned role."

Ekta Jilka
RightMatch HR Services Pvt. Ltd.

+918976195520