Relationship Manager- Bancassurance

Role Overview The Relationship Manager in the Health Insurance sector is responsible for building and maintaining strong client relationships, understanding customer needs, and delivering tailored health insurance solutions. This role combines sales, customer service, and channel management to drive business growth and ensure client satisfaction.

Key Responsibilities

• Develop and maintain client relationships: Build trust and long-term partnerships with customers and agents.
• Understand client needs: Assess health insurance requirements and recommend suitable products.
• Drive sales performance: Achieve assigned sales targets and contribute to revenue growth.
• Recruit and manage agents: Support agency channel by onboarding and mentoring insurance agents.
• Handle queries and resolve concerns: Provide timely solutions to client issues to ensure satisfaction.
• Prepare and deliver presentations: Communicate product features and benefits to clients and stakeholders.
• Collaborate with internal teams: Work with underwriting, claims, and operations to ensure smooth service delivery.
• Maintain accurate records: Document client interactions, transactions, and feedback for compliance and reporting.
• Stay updated on industry trends: Keep abreast of new health insurance products, regulatory changes, and market developments.