Relationship Manager - Life Insurance - ELI

3 - 7 years

0 Lacs

Posted:4 days ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

As a Relationship Manager at HumGrow.com, you play a crucial role in developing and maintaining client relationships in the life insurance sector. Your responsibilities include promoting and selling life insurance products, providing exceptional customer service, and achieving sales targets. You are expected to: - Develop and maintain strong client relationships - Promote and sell life insurance products to individuals and businesses - Assess clients" insurance needs and present suitable options - Provide excellent customer service and address inquiries and concerns - Meet and exceed sales targets and performance goals - Stay updated on industry trends and product knowledge - Collaborate with underwriters and other internal teams - Prepare and present reports on sales and client interactions - Negotiate terms and close sales deals - Handle policy renewals, amendments, and claims efficiently - Participate in networking events and community outreach - Conduct market research and identify potential clients - Adhere to regulatory and compliance standards - Contribute to the development of marketing strategies - Work towards building a strong referral network Qualifications required for this role include: - Bachelor's degree in Business, Finance, Marketing, or related field - Proven experience in sales, particularly in the insurance industry - Strong knowledge of life insurance products and regulations - Excellent communication and interpersonal skills - Ability to understand and analyze clients" financial situations - Proven track record of meeting and exceeding sales targets - Professional certification such as LOMA, CII, or equivalent is a plus - Ability to work independently and as part of a team - Strong negotiation and problem-solving skills - Highly organized and detail-oriented - Ability to adapt to a fast-paced and dynamic environment - Proficient in CRM software and MS Office suite - Understanding of market research techniques - Knowledge of customer relationship management practices - Valid insurance agent license in the respective jurisdiction,

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