Relationship Manager Insurance
TLDR
Drive new insurance business targets via captive leads, cross-sell and upsell, handling end-to-end customer queries and coordinating with insurers and internal teams.
Role Highlights
1. Achieve Sales targets through Captive customer base / Cross Sell on allotted leads
2. Choice of multiple products and multiple insurer options in each product category
3. Good working environment
4. Meeting Customers at their home / office. Deliver Cross Sell Conversion mandates
What will your role look like?
You will be the responsible to deliver New Business targets & will be the Point of Contact for all insurance
related queries from customers, call center and all other stakeholders. S/he will work with the insurers to
resolve all the issues/queries raised by our internal staff and customers.
1. Achieve Sales targets through Cross Sell / Upsell / Sourcing through customer leads given. (Venue
Model in Metro Cash and Carry Stores / Other stores as designated)
2. Handling customer queries pertaining to Insurance, ensuring exceptional customer service and end
to end relationship management.
3. Coordination with various departments and all related parties to drive closure of business.
4. Delivering weekly/monthly KPAs/KPIs.
5. Update lead dispositions for all daily meetings. Ensuring that the reports are updated regularly on
Lead Management System.
6. Provide accurate forecasts, updates and requested reports to reporting manager and the other
stakeholders involved.
7. Coordinates with the insurers and sales team to drive continuous and effective closure of queries from
the customers and the management.
8. Demonstrate agility and flexibility to work on or support special projects as needed.
Whom are we looking for?
1. Minimum 1 year of work experience in similar roles in an insurance company / intermediary.
2. Good networking and relationship management skills.
3. Organized, self-disciplined and Pro-active.
4. Graduate / Equivalent in any discipline, with proficiency in local language, English and Hindi.
5. 2/4-Wheeler and android-based Smartphone mandatory
Ideal Max Age : 30 years
Benefits
Good working environment
Chqbook is India's first neobank focused on small business owners, providing tailored financial services across banking, lending, insurance, and rewards. We leverage alternate data to create customized financial solutions, driving financial inclusion for over 800,000 customers and transforming how small businesses engage with financial products.