Urgent Vacancy For Relationship Manager in reputed Insurance company

Job Description

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 company's credentials as well expand agent network. 3. Develop adequate market intelligence to acquire business by establishing, positioning the PB Partner brand and growing the brand referrals. 4. Conduct prospect training on the develop their knowledge of specialized products and partner training on the PB Partners 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 an d product. 2. Resolve operational issues faced by the partners to ensure sm ooth experience 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. NOTE : Must have relevant experience in insurance sector perferably (LIFE, MOTOR, HEALTH).