Senior Relationship Manager - Life Insurance (1-3 yrs)

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Role Description. This is a full-time on-site role for a Senior Relationship Manager Life Insurance at TechPoppy located in Hyderabad.

- The Senior Relationship Manager will be responsible for day-to-day tasks associated with managing relationships with clients in the life insurance sector..

Qualifications:

- Client Relationship Management and Sales skills.

- Knowledge of Life Insurance products and services.

- Excellent communication and negotiation skills.

- Problem-solving and decision-making abilities.

- Strong organizational and time management skills. Ability to work well under pressure and meet deadlines. Previous experience in the insurance industry is a plus. Bachelor's degree in Business Administration or related field. Show more

Key Responsibilities:

Client Relationship Management:

- Develop and maintain strong, trusted relationships with existing and potential life insurance clients.

- Act as the primary point of contact for clients, addressing their inquiries, concerns, and needs promptly and professionally.

- Conduct regular client meetings and reviews to assess their evolving financial goals and recommend appropriate insurance solutions.

- Provide personalized financial advice and guidance, ensuring clients understand the benefits and features of our life insurance products.

- Proactively identify and address client retention risks, ensuring high levels of client satisfaction and loyalty.

Sales and Business Development:

- Drive sales of life insurance products by identifying and pursuing new business opportunities.

- Develop and implement effective sales strategies to achieve and exceed sales targets.

- Conduct thorough needs analysis to recommend tailored life insurance solutions.

- Prepare and deliver compelling sales presentations and proposals.

- Build and maintain a robust pipeline of potential clients through networking, referrals, and other lead generation activities.

- Stay updated on industry trends, competitor activities, and new product offerings.

Product Knowledge and Compliance:

- Maintain a deep understanding of TechPoppy's life insurance products, services, and policies.

- Ensure compliance with all relevant regulatory requirements and company policies.

- Provide accurate and up-to-date information to clients regarding product features, benefits, and terms.

Reporting and Administration:

- Maintain accurate client records and documentation.

- Prepare and submit regular sales reports and performance updates.

- Utilize CRM systems to track client interactions and manage sales activities.

- Participate in team meetings and training sessions.