Senior Relationship Manager

3 days ago

Quezon City, Philippines Right Match HR Services Full time

Senior Relationship Manager - Business Development - Insurance Broking Firm (5-15 yrs) The job details are as follows: Company: Leading Insurance Broking CompanyRole: Sr. Relationship ManagerLocation: 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). Note: This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion. #J-18808-Ljbffr

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