Relationship Manager

Title: Relationship Manager

a. Role: Create and handle an agent base of 125-150 in the assigned

geographical territory

b. Education/Qualification: Graduation Degree

c. Experience: 1-3 years of experience of working in a General Insurance

Company, Corporate Agency, Insurance brokers, etc.

d. Skills:

i. High degree of credibility and excellent inter-personal skills.

ii. Flexibility and Adaptability to work with technology.

iii. Well versed with MS Office

e. Job Responsibilities

i. Prospecting and Onboarding

1. Identify potential individuals in the assigned geographic

location who can (or be trained to) be recruited as partners to

solicit insurance policies from customers.

2. Identify and engage with existing agents in the assigned

geographic location and share the unique selling points,

business insights, growth plans, new products / schemes to

showcase companys credentials as well expand agent

network.

3. Develop adequate market intelligence to acquire business by

establishing, positioning the PBPartner brand and growing the

brand referrals.

4. Conduct prospect training on the develop their knowledge of

specialized products and partner training on the PBPartners

portal and Mobile App to enable online policy issuance.

ii. Relationship Management

1. Perform monthly goal setting with partners and weekly

breakdown of plan with partners to achieve sales targets on a

consistent basis

2. Conduct regular activation calls, meetings, and site visits to

source policies from the agent partners.

3. Cascade the information on new products, partner contests,

insurer contests, loyalty points and other offerings etc. for the

achievement of the set goals.

4. Identify possible risks and derailers in achievement of the

monthly partner plan and ensuring implementation of steps to

tackle the challenges in the best possible ways

iii. Business Sustainability

1. Ensure targeted retention of the partner business to be

achieved by continuous follow up.

2. Ensure budgeted renewal retention ratio to be achieved by

continuous follow up.

3. Ensure sustainability of the portfolio by targeting desired

product mix basis the market segment

iv. Service Orientation

1. Conduct trainings for partners around regulatory guidelines and product.

2. Resolve operational issues faced by the partners to ensure smooth experience

3. Provide support in creating tickets for different service

requests like cancellation requests, policy endorsements,

claims etc; track such requests and ensure ease of process and

approvals by coordination with internal Ops Team.

Contact person - Soumya Sharma Send your resumes to contact number: 7428853347 or Email- soumyasharma@pbpartners.com