Other

Relationship Manager

USGIJamshedpur🇮🇳India

Quick overview

SeniorityMid Senior

Work modeHybrid

LocationJamshedpur, India

RecruitingMicrosoft OfficeCRM

Identify agencies/agents with high business potential to recruit quality agents/Empanelment brokers to drive business
Engage in recruitment of some different line of agents to focus on health
business, so to focus on segments of LOB and activation of recruited agents as per benchmark
Achieving Assigned PMS Target through intermediaries Mapped
Recruiting Agents and providing regular trainings and selling Insurance policies, Hold regular meetings/Interaction with agents, Lead Provider, Incendiaries and maintain records of the same in a planned systematic manner.
Provide daily information on USGI club status, update them on new guidelines of the company to generate fresh lead and Monitor agents and brokers business performance to ensure activation
Assess and consider all kinds of risk to make informed decisions and Maintain Loss ratio as per company requirement
Adherence to all trainings as assigned by the organization. Leverage resources, technology, and processes to drive innovation using predicative analytics for entire function,
Streamline Internal Business Processes by reducing supervisory span.

UG/PG/3 Years Diploma Business, Finance, Insurance, or a related field.
Certifications in insurance services are highly valued.
Strong knowledge of insurance products and the ability to explain complex concepts simply.
2+ years of experience in insurance sales or a similar role, preferably in an Agency setting.
Excellent communication skills and the ability to build rapport with customers.
Sound market knowledge about the latest insurance products.
Proven track record of achieving sales targets and building productive relationships.
Proficiency in MS Office and experience with CRM systems is preferred.
Willingness to undergo training and stay updated on insurance regulations and products.
Strong organizational skills and attention to detail.