Relationship Officer Insurance

Kodagu - India

Monthly Salary: Not Disclosed

Posted on: 2 hours ago

Vacancies: 1 Vacancy

Job Summary

Key Responsibilities 1. Client Acquisition & Relationship Management

Identify and acquire new customers through field visits referrals and company-generated leads.
Build and maintain strong relationships with existing clients to ensure long-term engagement.
Conduct regular follow-ups with customers for new business opportunities.

2. Sales & Business Development

Understand customer requirements and recommend appropriate life health or general insurance products.
Achieve monthly/quarterly sales targets for new policies and renewals.
Present product features benefits and comparisons to customers clearly and professionally.
Upsell and cross-sell relevant insurance solutions.

3. Customer Service & Retention

Assist customers with queries related to policy issuance premium payments claims and renewals.
Ensure timely renewal reminders and reduce policy lapse rates.
Coordinate with internal teams to resolve customer issues promptly.

4. Documentation & Compliance

Ensure accurate completion of proposal forms KYC documents and compliance requirements.
Maintain updated records of customer interactions and sales activities.
Adhere to regulatory guidelines prescribed by IRDAI and company policies.

5. Market Intelligence

Stay updated on competitor offerings industry trends and product updates.
Provide feedback to management regarding customer needs and market opportunities.

Key Skills & Competencies

Strong communication and interpersonal skills
Customer-centric approach
Sales and negotiation abilities
Basic understanding of insurance products (life health general)
Ability to meet targets and work under pressure
Problem-solving and relationship-building skills
Knowledge of documentation & compliance requirements

Key Responsibilities 1. Client Acquisition & Relationship Management Identify and acquire new customers through field visits referrals and company-generated leads. Build and maintain strong relationships with existing clients to ensure long-term engagement. Conduct regular follow-ups with cust...