Job
Description
Client Relationship Manager A client relationship manager aka Insurance Sales Representative plays a pivotal role in the insurance industry, responsible for generating new business, retaining existing clients and providing exceptional customer service. This role involves a combination of salesmanship, relationship-building, and in-depth knowledge of insurance products and services within property & casualty insurance such as Homeowners Insurance, Automobile Insurance and Commercial Insurance, various types of liability products, wind and flood. Job Responsibilities Sales Generation: Actively prospect and generate leads through various channels including cold calling, referrals, networking, and online inquiries. Conduct thorough needs assessments to understand clients' insurance requirements and recommend suitable policies. Present and explain insurance policy options to potential clients. Close sales and achieve monthly/quarterly sales targets. Customer Relationship Management: Develop and maintain strong relationships with existing clients to ensure retention and satisfaction. Address client inquiries, concerns, and policy changes promptly and professionally. Provide ongoing support and guidance to clients throughout the policy lifecycle. Product Knowledge and Consultation. Seeking referrals and building a name in the community. Educate clients on various insurance options, coverage details, and policy features. Analyze clients' current insurance coverage and recommend adjustments or additional products as needed. Administrative Tasks: Prepare and process insurance policy applications, endorsements, and renewals accurately. Maintain detailed records of client interactions, sales activities, and policy changes in Agency Management Systems. Stay updated on industry trends, market conditions, and regulatory changes affecting insurance products. Compliance and Ethics: Adhere to legal and regulatory requirements governing insurance sales and practices. Conduct all business activities with honesty, integrity, and transparency. Collaborate with underwriters, claims adjusters, and other internal teams to ensure seamless service delivery. Requirements Proven track record of success in sales, preferably in the insurance or financial services industry. Excellent communication, negotiation, and interpersonal skills. Must be bilingual. Fluent in English and Hindi. Strong problem-solving abilities and attention to detail. Ability to work independently and as part of a team. Proficiency in using Agency Management System and other sales tools. Bachelor’s degree in business, Marketing, Finance, or related field preferred. Continuing education and training in insurance products and sales techniques may be necessary to maintain licensure and stay current in the field. Apply Now / Walk-in with Resume +91 9989555933 HR@jubileeinsurance.org Job Type: Full-time Pay: ₹25,890.61 - ₹41,630.95 per month Benefits: Commuter assistance Health insurance Leave encashment Life insurance Provident Fund Schedule: Evening shift Fixed shift Monday to Friday US shift Supplemental Pay: Commission pay Performance bonus Yearly bonus Work Location: In person
