Relationship Manager

Roles and Responsibilities

• Manage relationships with existing clients to identify their insurance needs and provide tailored solutions.
  
• Develop new business opportunities through lead generation, prospecting, and networking within the agency channel.
  
• Collaborate with internal teams to resolve client issues and improve overall customer satisfaction.
  
• Prepare reports on sales performance, market trends, and competitor activity to inform strategic decisions.
  
• Identify cross-selling opportunities for health insurance products to increase revenue growth.
  

Desired Candidate Profile

• 2-7 years of experience in bancassurance sales, direct sales, or life insurance industry.
  
• Strong understanding of health insurance policies and ability to sell them effectively.
  
• Excellent communication skills with the ability to build strong relationships with clients at all levels.
  
• Proficiency in report preparation using various software tools (e.g., Excel) is essential.