Relationship Manager

Role Overview

The Relationship Manager will be responsible for engaging potential clients and promoting insurance products by clearly articulating the benefits, coverage details, premiums, and claims process. This role involves lead generation through various channels including calls, referrals, and face-to-face meetings, while developing lasting customer relationships.

Key Responsibilities

• Seek out and connect with prospective customers interested in insurance services.
• Clearly communicate policy details, benefits, and procedures to clients.
• Use telephonic and field approaches as well as referrals to generate sales leads.
• Build and nurture strong, ongoing customer relationships.
• Assess customer requirements and suggest appropriate insurance plans accordingly.
• Meet monthly and annual sales goals.
• Support clients through documentation and policy issuance processes.
• Deliver after-sales assistance including policy renewals and claims handling.
• Maintain follow-up with current customers to promote renewals and additional sales opportunities.

Skills and Qualifications

• Competent in sales and client management.
• Exceptional ability to develop and sustain relationships.
• Fundamental understanding of insurance product offerings.
• Driven with clear focus on targets and self-motivation.
• Capable of operating autonomously as well as collaboratively within a team.