Relationship Manager
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