Relationship Manager

Job Description:

We are seeking a dedicated Relationship Manager to join our team at [Company Name]. As a Relationship Manager, you will be responsible for building and maintaining strong relationships with our clients and ensuring their needs are met efficiently. Your role will involve providing expert advice on insurance products and services, managing client portfolios, and driving business growth through effective client engagement.

Key Responsibilities:
 Develop and maintain strong relationships with clients, understanding their insurance needs and offering suitable solutions.
 Act as a trusted advisor to clients, providing expert guidance on insurance products, services, and coverage options.
 Collaborate with internal teams to ensure seamless service delivery and resolution of client inquiries or issues.
 Manage client portfolios effectively, ensuring client retention and satisfaction through proactive engagement and periodic reviews.
 Identify opportunities for cross-selling or upselling insurance products and services to existing clients.
 Stay updated with industry trends, regulations, and best practices to provide informed advice to clients.
 Prepare and present reports on client portfolio performance, revenue forecasts, and market trends to management.
 Participate in promotional activities, networking events, and industry conferences to expand the client base and enhance the companys reputation.

Skills and Qualifications:
 Bachelors degree in Business Administration, Finance, Marketing, or related field.
 Proven experience as a Relationship Manager, Account Manager, or similar role in the insurance industry.
 In-depth knowledge of insurance products, services, and industry regulations.
 Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients.
 Strong negotiation and problem-solving skills, with a proactive approach to client management.
 Ability to work independently and collaboratively within a team-oriented environment.
 Proficiency in CRM software and MS Office Suite (Word, Excel, PowerPoint).
 Certification in insurance brokerage or related field (e.g., CII certification) is a plus.

Job Type: Full-time


Benefits:
 Paid sick time
 Provident Fund

Schedule:
 Day shift
 Monday to Friday

Education:
 Bachelor's (Preferred)

Experience:
 total work: 1 year (Preferred)
 Sales: 1 year (Preferred)
 Management: 1 year (Preferred)

Language:
 English (Preferred)

Work Location: In person

Speak with the employer
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