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Policybazaar
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Relationship Manager II Health Insurance II Agency Channels

Relationship Manager II Health Insurance II Agency Channels

Policybazaar

1 - 5 years

2 - 4 Lacs

kolkata muzaffarpur ranchi

Posted:3 days ago| Platform:

Apply

Skills Required

health insurance sales agency channel field sales insurance sales

Work Mode

Hybrid

Job Type

Full Time

Job Description

Job Title: Relationship Manager

Job Role:

Roles and Responsibilities:

Lead Management & Ownership

Actively engage with company-provided HNI leads for Health Insurance.
Build personal lead pipelines via referrals and self-sourced channels, with complete ownership and entrepreneurial freedom.

Client Engagement Existing HNI Health Customers

Visit customers who already hold health insurance policies from Policybazaar to
Upsell higher coverage and top-up plans.
Cross-sell other insurance products like Term, Motor, Travel, and policies for family and friends.

Comprehensive Product Training & Expertise

Receive structured and ongoing training in: Health Insurance, Term Plans, Investment-linked Insurance, Motor and Travel Insurance
This equips you to provide holistic, consultative insurance solutions.

Portfolio & Relationship Management

Post-sale, act as a dedicated portfolio manager for each client.
Manage the full lifecycle: onboarding, policy issuance, servicing, renewals, claims assistance, and customer satisfaction.

One-Stop Insurance Solution Provider

Serve as a single point of contact for all insurance needs.
Ensure customer convenience and build long-term, trust-based relationships.

ISMS Responsibilities:

Be aware and comply with the ISMS Policy, procedures and objectives;
Actively participate in ISMS exercises;
Request access to information access from their Team Leaders/ Executives;
Report known and suspected security incidents to the IT Helpdesk;
Protect secrecy of passwords; and
Protect information assets used by them against compromise of assets confidentiality, integrity or availability.

Desired Skills:

Proven experience in insurance sales or working with HNI clients.
Strong consultative selling, interpersonal, and relationship-building skills.
Excellent communication and negotiation skills.
Familiarity with CRM tools and sales pipeline management.
Self-driven and target-oriented mindset.
Any graduate or equivalent qualification.

What do we offer?

Opportunity to earn good incentives
Endless growth opportunity
GMC Group Medical Coverage
Group Personal Accident Insurance
Gratuity
Wellness Programs
Give back to society through CSR
Continuous talent enhancement program
Childcare facility
Tax Saving flexi benefits

We Are an Equal Opportunity Employer

Interested Candidates can share resume on shradhasingh@pbpartners.com

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