Customer Relationship Management Manager

Location- Nashik

Company Description

Accurate is a premier Insurance Consulting and Risk Advisory firm, recognized as a leading Employee Benefits Consultant within the insurance sector. We specialize in delivering comprehensive solutions in Risk Management, Risk Mitigation, and Insurance Placement, tailored to meet our clients' complex and evolving needs. Our end-to-end, integrated services span the entire insurance lifecycle, from strategic advisory and program design to implementation, ongoing management, and optimization. Our holistic approach ensures clients receive customized risk solutions and value-driven insights that enhance operational resilience and support long-term business objectives.

Role Description

This is a full-time on-site role for a Customer Relationship Management Manager located in Pune. The CRM Manager will be responsible for overseeing and managing client relationships to ensure satisfaction and retention. Day-to-day tasks include analyzing customer data, developing sales strategies, segmenting markets, and managing various projects. The CRM Manager will coordinate with various departments to ensure consistent service delivery and identify opportunities for improving client engagement and growth.

• Strong Analytical Skills and experience in Customer handling.

• Excellent Communication skills for effective collaboration with customers

• Client Management: Centralizes customer data for easy access and better service.

• Lead Tracking: Manages and nurtures leads to improve conversions.

• Policy Tracking: Monitors policy renewals and automates reminders.

• Communication: Streamlines client interactions and personalized engagement.

• Cross-Selling: Identifies opportunities for upselling and retention.

Qualifications:

1) Preferably any Graduate & Insurance certifications like Licentiate / Associate from III will be preferred.

2) Customer Relationship Manager experience in any CRM Role Company or Insurance Broking Company.

3) Fresher’s also can apply.