Full description

The Relationship Manager role at USGI Legal Entity is a key position in our Agency department. You'll drive insurance sales, manage relationships, and provide training and support to your team, ensuring compliance and an excellent customer experience.

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 and non-motor 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 a 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

Relationship Manager

Compensation

Not disclosed

Location

India

Work setup

Not specified

Seniority

Not specified

Employment

Not specified

Experience

2+ years

Full description

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 and non-motor 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 a 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