Relationship Manager

Job description

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• Client Needs Assessment : Understand client needs, expectations, and financial goals to provide tailored insurance solutions.
• Product Knowledge : Demonstrate a strong understanding of the company's insurance products and services.
• Sales and Cross-Selling : Identify opportunities to cross-sell and upsell products to existing clients, contributing to revenue growth.
• Client Retention : Ensure client satisfaction through excellent service and prompt resolution of issues, aiming for long-term client retention.
• Business Development : Identify and pursue new business opportunities, generating leads and converting prospects into clients.
• Sales Target Achievement : Meet or exceed individual and team sales targets.
• Collaboration and Communication : Work effectively with internal teams, such as sales, underwriting, and claims, to ensure smooth service delivery and address client needs.
• Market Knowledge : Stay updated on industry trends, competitor activities, and regulatory changes.
• Problem Solving : Effectively resolve client issues and address concerns in a timely and professional manner.
• Client Satisfaction : Actively seek feedback from clients to continuously improve service delivery and client satisfaction.

Skills and Qualifications :