Relationship Manager

InsureBuddy; Beed; On-site; INR 320,000 - 520,000; Full time

Job summary

InsureBuddy in Beed seeks a proactive Relationship Manager to nurture and grow client relationships, assess insurance needs, and recommend suitable products. You will onboard new clients, explain policy features, handle queries, and ensure renewals with timely documentation.

The role requires coordinating with internal teams to resolve service issues and actively pursue cross-selling opportunities while maintaining high ethical standards. On-site work in Beed is expected.

Qualifications

• Experience in building and maintaining trusted client relationships; focus on long-term engagement.
• Clear verbal and written communication with active listening skills.
• Ability to present insurance solutions, address objections, and close deals ethically.

Responsibilities

• Onboard new clients and understand their insurance needs.
• Explain policy features and benefits to clients.
• Handle queries and concerns and ensure timely renewals.
• Coordinate with internal teams to resolve service issues.
• Identify opportunities for upselling or cross-selling.

Skills

Client relationship management

Communication skills

Sales & negotiation

Analytical thinking

Digital tools familiarity

Industry experience

Education

Bachelor's degree in business/finance/insurance

Tools

CRM software

Policy documentation systems

Job description

Company Description

InsureBuddy is a new-age, technology-led insurance broking firm focused on delivering innovative products and ready-to-deploy digital enablers. The organization is driven by a vision to become a distinctive pan-India player in the insurance broking space. With a strong emphasis on technology, InsureBuddy aims to simplify insurance for individuals and businesses through seamless, user-friendly solutions. The company is growth-oriented and aspires to become a future unicorn, offering team members opportunities to contribute to and grow with a rapidly scaling business.

Role Description

The Relationship Manager role at InsureBuddy is a full-time, on-site position based in Beed. The Relationship Manager will manage and grow client relationships, understand customer insurance needs, and recommend suitable products and solutions. Typical responsibilities include onboarding new clients, explaining policy features and benefits, handling queries and concerns, and ensuring timely renewals and documentation. The role also involves coordinating with internal teams to resolve service issues, monitoring client satisfaction, and identifying opportunities for upselling or cross-selling. The Relationship Manager is expected to maintain accurate records of client interactions, adhere to regulatory and company standards, and actively contribute to local business development initiatives.

Qualifications

• Candidates should possess strong customer relationship management and client servicing skills, with a focus on trust-building and long-term engagement.
• Candidates should possess communication and interpersonal skills, including clear verbal and written communication and active listening abilities.
• Candidates should possess sales and negotiation skills, with the ability to present insurance solutions, address objections, and close deals ethically.
• Candidates should possess basic analytical and problem-solving skills to understand client profiles, assess needs, and suggest appropriate insurance products.
• Candidates should possess familiarity with digital tools and technology platforms used in insurance broking or financial services.
• Relevant experience in insurance, financial services, or customer-facing roles is beneficial; prior exposure to broking or advisory environments is an advantage.
• A bachelor’s degree in business, finance, insurance, or a related field is preferred, along with knowledge of insurance concepts and regulatory guidelines.
• Ability to work on-site in Beed, maintain high ethical standards, and collaborate effectively with cross-functional teams.