Field Relationship Manager

Canara Hsbc Life Insurance

Des : Field Relationship Manager

ctc :6 lpa

Key Responsibilities

As a Relationship Manager in the Insurance sector, your responsibilities encompass a wide range of critical functions that drive business success and client satisfaction:

• Project Planning and Execution:

  You are responsible for planning, coordinating, and executing client projects to ensure timely delivery and meet client expectations. This involves setting project milestones, allocating resources, and managing project risks effectively.

• Problem-Solving and Decision-Making:

  Your role involves identifying and resolving client issues, making informed decisions to address challenges, and finding innovative solutions to meet client needs and expectations.

• Collaboration with Cross-Functional Teams:

  You collaborate with various departments such as underwriting, claims, and marketing to align strategies, streamline processes, and deliver seamless service to clients.

• Leadership and Mentorship:

  As a leader in client relationship management, you provide guidance, mentorship, and support to junior team members, fostering a culture of continuous learning and professional development.

• Process Improvement and Innovation:

  You drive continuous improvement initiatives by identifying inefficiencies, implementing process enhancements, and leveraging innovative solutions to optimize client service delivery and internal operations.

• Technical or Customer-Facing Responsibilities:

  You engage with clients on technical aspects of insurance products, conduct client presentations, and address inquiries to ensure a thorough understanding of their insurance needs and deliver tailored solutions.

Required Skills and Qualifications

To excel in the role of Relationship Manager in the Insurance sector, you must possess the following skills, knowledge, and experience:

• Technical Skills:

  Proficiency in CRM software, Microsoft Office suite, data analysis tools, insurance underwriting systems, and digital communication platforms.

• Educational Requirements:

  Bachelor's degree in Business Administration, Finance, or related field. Additional certifications in Insurance or Risk Management are advantageous.

• Experience Level:

  Minimum of 3-5 years of experience in insurance sales, account management, or client relations. Previous roles in insurance underwriting or claims handling are beneficial.

• Soft Skills:

  Excellent interpersonal skills, strong communication abilities, problem-solving aptitude, adaptability to changing environments, leadership qualities, and a customer-centric approach.

• Industry Knowledge:

  Sound understanding of insurance products, regulatory compliance, market trends, risk assessment, and claims processing procedures within the insurance industry.