Relationship Manager

Company Description PolicyBoss.com, founded in 2002, is one of Indias fastest-growing insurtech companies, recording a 30% CAGR over the past five years. The company operates a broker distribution network of over 30 offices in 25 cities and a partner network across more than 800 locations, serving over 5 million customers. PolicyBoss.com closed FY22 with premium collections exceeding Rs. 1,000 crore and has strategic backing from US-based private equity firm TPG Growth. As a new-age insurtech, it focuses on transforming the insurance experience through a consultative approach, transparent processes, and a robust technology framework. The organization is committed to providing simple, hassle-free, and spam-free insurance interactions supported by trusted advisors.
Role Description This is a full-time, on-site Relationship Manager role based in Mumbai. The Relationship Manager will build and maintain strong relationships with individual customers and partners, ensuring high levels of satisfaction and retention. The role involves understanding customer insurance needs, recommending suitable products, and supporting customers throughout the policy lifecycle, including onboarding, servicing, renewals, and claims assistance. The Relationship Manager will coordinate with internal teams such as sales, operations, and technology to resolve issues promptly and improve service delivery. Daily tasks include managing a portfolio of accounts, tracking interactions and policy details, identifying cross-sell and up-sell opportunities, and providing feedback to improve processes and customer experience.
Qualifications

• Strong customer relationship management and client servicing skills, with the ability to build trust and long-term engagement.
• Sales and business development capabilities, including opportunity identification, cross-selling, and up-selling within assigned accounts.
• Excellent communication, interpersonal, and negotiation skills to interact effectively with customers, partners, and internal stakeholders.
• Basic analytical and problem-solving skills to understand customer needs, interpret policy options, and resolve service issues efficiently.
• Comfort with technology platforms, CRM tools, and digital communication channels used in an insurtech environment.
• Bachelors degree in business, finance, marketing, or a related field; experience in insurance, financial services, or customer-facing roles is an advantage.
• Ability to work on-site in Mumbai, manage multiple priorities, and maintain a high level of professionalism and integrity.