Job Summary
Relationship Manager is responsible for building and maintaining strong relationships with clients, ensuring their satisfaction, and identifying opportunities for growth. This role involves understanding client needs, providing tailored solutions, and acting as a trusted advisor. The Relationship Manager will work closely with various departments to deliver exceptional service and achieve business objectives.

Job Qualifications

• bachelor’s degree in business administration, marketing, finance, or a related field is often preferred.
• Previous experience in business development, sales, or a related role within the insurance industry is highly desirable.
• Strong communication and interpersonal skills to effectively interact with potential clients and build relationships.
• Excellent negotiation and persuasion skills to close deals and secure new business.
• Proven track record of meeting or exceeding sales targets in a business development role.
• Ability to build and maintain a strong professional network within the insurance industry.
• High ethical standards and integrity in handling client information and conducting business transactions.

Job Accountabilities - Key Accountabilities

• Conduct thorough market research to identify potential clients and business opportunities within the insurance industry.
• Develop and implement strategies to generate leads and convert them into clients.
• Build and maintain relationships with potential clients, understanding their insurance needs and presenting suitable insurance solutions.
• Develop and execute sales strategies to meet or exceed business development targets.
• Attend industry events, conferences, and networking opportunities to promote the agency and establish connections with potential clients.
• Prepare and present proposals, quotes, and presentations to prospective clients.
• Identify and establish partnerships with other businesses and organizations to expand the agency’s reach and client base.
• Maintain a CRM system to track interactions with potential clients and manage the sales pipeline.
• Monitor and analyze sales performance metrics, providing regular reports to senior management.
• Work closely with the agency’s marketing, underwriting, and claims teams to ensure a cohesive approach to business development.
• Stay updated on industry trends, new insurance products, and sales techniques; provide training and support to other team members as needed.

Please refer the Job description for details