Relationship Manager POSP

Position Description

As Relationship Manager, you will be responsible for building and maintaining strong relationships with high-value clients, understanding their insurance needs, and delivering personalized solutions. This role involves proactive account management, sales growth, and collaboration with internal teams to ensure customer satisfaction and long-term retention.

Key Responsibilities

Client Relationship Management

• Build and manage strong relationships with high-value insurance customers.
• Act as the primary point of contact for customer inquiries and concerns.
• Conduct regular reviews to assess changing insurance needs and recommend appropriate coverage.

Sales & Growth

• Collaborate with the sales team to identify upselling and cross-selling opportunities.
• Achieve and exceed sales targets and revenue goals for assigned customer portfolio.
• Prepare and deliver presentations or proposals to prospective and existing clients.

Account Monitoring & Support

• Monitor customer accounts and policies to ensure relevance and accuracy.
• Provide personalized support during the claims process when required.
• Maintain accurate records of customer interactions and sales activities.

Collaboration & Compliance

• Work with underwriters and product experts to offer tailored insurance solutions.
• Ensure compliance with company policies and regulatory requirements.
• Mentor junior relationship managers and support team development.

Experience & Skills Required

Work Experience

Technology Known

• MS Office
• MS Excel

Behavioral Traits Required

• Customer Centricity
• Integrity
• Problem-Solving Ability

Qualifications

• PUC (Pre-University Course)
• No mandatory certifications required