Customer Relationship Manager(CRM)

Accurate Risk Managers & Insurance Brokers Pvt. Ltd.; Pune District; On-site; INR 167,000 - 391,000; Full time

Job summary

Accurate Risk Managers and Insurance Brokers, based in Pune, is seeking a Customer Relationship Manager to handle client data, leads, and policy renewals with a focus on upselling opportunities. Freshers are welcome and training begins at 15,000 INR per month, increasing to 25,000 INR upon confirmation.

The role requires strong analytical and communication skills, with preference for graduates and insurance certifications from III. Experience in CRM within insurance broking is advantageous.

Qualifications

• Graduate or fresher with interest in CRM in insurance broking.
• CRM experience preferred; freshers welcome.
• Licentiate/Associate III insurance certifications preferred.

Responsibilities

• Strong analytical skills and experience in customer handling.
• Excellent communication for collaboration with customers.
• Centralizes customer data for easy access and better service.
• Manages and nurtures leads to improve conversions.
• Monitors policy renewals and automates reminders.
• Streamlines client interactions and personalized engagement.
• Identifies opportunities for upselling and retention.

Skills

Analytical skills

Communication

Client Management

Lead Tracking

Policy Tracking

Cross-Selling

Education

Graduate

Insurance certifications (Licentiate/Associate from III)

Job description

Customer Relationship Manager

Accurate Risk Managers and Insurance Brokers, located in Pune Kothrud, is a premier insurance consulting and risk advisory firm, widely recognized as a leading employee benefits consultant within the insurance sector. We specialize in delivering comprehensive solutions in risk management, risk mitigation, and insurance placement, tailored to meet the complex and evolving needs of our clients. Our services span the entire insurance lifecycle, from strategic advisory and program design to implementation, ongoing management, and optimization. We ensure clients receive customized risk solutions and value-driven insights that enhance operational resilience and support long-term business objectives.

Key Responsibilities:

• Strong analytical skills and experience in customer handling.
• Excellent Communication skills for effective collaboration with customers
• Client Management: Centralizes customer data for easy access and better service.
• Lead Tracking: Manages and nurtures leads to improve conversions.
• Policy Tracking: Monitors policy renewals and automates reminders.
• Communication: Streamlines client interactions and personalized engagement
• Cross-Selling: Identifies opportunities for upselling and retention

Qualifications:

• Preferably any graduate & insurance certifications like licentiate/associate from III will be preferred.
• Customer Relationship Manager experience in any CRM role at a company or insurance broking company.
• Freshers can also apply.

Salary:

• Freshers—15000 in the training period, and after confirmation, the salary will be 25000.
• Experience-based on last salary, and the range is 25000-35000 based on skill set.