Relationship Manager (Retention & Cross-Sales)

Role Overview

Relationship Manager Retention & Cross-Sales

Key Responsibilities

• Manage a defined portfolio of B2B clients, owning the relationship across onboarding, servicing, renewals, and retention
• Act as the primary point of contact for clients, ensuring timely resolution of queries and consistent service delivery
• Drive retention and account growth by identifying cross-sell and upsell opportunities across

  Employee Benefits (EB)

  and

  Non-EB

  insurance products
• Understand client risk profiles, coverage gaps, and evolving needs to recommend appropriate policy structures and enhancements
• Coordinate end-to-end renewals including quotes, negotiations, documentation, invoicing, and policy issuance
• Collaborate closely with internal teams (product, underwriting, operations, and claims) to deliver effective and timely client solutions
• Support clients through the claims process by liaising with internal claims specialists and insurers
• Conduct periodic client reviews and meetings (virtual or in-person, as required) to strengthen relationships and identify growth opportunities
• Maintain accurate client data, renewal trackers, and servicing records in internal systems

Qualifications & Experience

• Bachelor's degree in Business, Finance, Insurance, or related field

• 2+ years

  experience in corporate insurance (broker or insurer)
• Strong exposure to EB and Non-EB insurance products
• Proven field sales or relationship management experience

Skills

• Strong communication and negotiation skills
• Client-first, solution-oriented mindset
• Ability to manage an independent client portfolio
• Proficient in MS Excel, Word, and Outlook
• Insurance domain knowledge

Why Join Us

• High-ownership client portfolio
• Performance-linked earning potential
• Fast-growing insurtech with marquee clients
• High-impact role in SME insurance