Relationship Manager (Retention & Cross-Sales)

BimaKavach; Bengaluru; On-site; INR 600,000 - 900,000; Full time

Benefits offered by this job

Performance‑linked earning potential

Fast‑growing insurtech with marquee clients

High‑impact role in SME insurance

Job summary

A leading insurtech company in Bengaluru is seeking a Relationship Manager to manage and grow a portfolio of B2B clients. The role involves driving renewals, retention, and cross‑selling across various insurance products. Candidates should have a Bachelor's degree and at least 2 years of experience in corporate insurance. Strong communication skills and a client-first mindset are essential. Join a fast-growing company with performance-linked earnings and a high-impact role in SME insurance.

Qualifications

• 2+ years experience in corporate insurance (broker or insurer).
• Strong exposure to EB and Non‑EB insurance products.
• Proven field sales or relationship management experience.

Responsibilities

• Manage a defined portfolio of B2B clients.
• Act as the primary point of contact for clients.
• Drive retention and account growth.
• Understand client risk profiles and coverage gaps.
• Coordinate end‑to‑end renewals including quotes and negotiations.
• Collaborate closely with internal teams.
• Support clients through the claims process.
• Conduct periodic client reviews and meetings.
• Maintain accurate client data and renewal trackers.

Skills

Strong communication and negotiation skills

Client‑first, solution‑oriented mindset

Ability to manage an independent client portfolio

Proficient in MS Excel, Word, and Outlook

Insurance domain knowledge

Insurance domain knowledge

Education

Bachelor’s degree in Business, Finance, Insurance, or related field

Tools

MS Excel

Word

Outlook

Job description

Relationship Manager (Retention & Cross-Sales)

As a Relationship Manager – Retention & Cross‑Sales, you will manage and grow a portfolio of B2B clients, focusing on renewals, retention, and cross‑selling across Employee Benefits (EB) and Non‑EB insurance lines. The role is largely relationship and account‑management driven, with periodic in‑person client interactions as required.

Key Responsibilities

• Manage a defined portfolio of B2B clients, owning the relationship across onboarding, servicing, renewals, and retention
• Act as the primary point of contact for clients, ensuring timely resolution of queries and consistent service delivery
• Drive retention and account growth by identifying cross‑sell and upsell opportunities across Employee Benefits (EB) and Non‑EB insurance products
• Understand client risk profiles, coverage gaps, and evolving needs to recommend appropriate policy structures and enhancements
• Coordinate end‑to‑end renewals including quotes, negotiations, documentation, invoicing, and policy issuance
• Collaborate closely with internal teams (product, underwriting, operations, and claims) to deliver effective and timely client solutions
• Support clients through the claims process by liaising with internal claims specialists and insurers
• Conduct periodic client reviews and meetings (virtual or in‑person, as required) to strengthen relationships and identify growth opportunities
• Maintain accurate client data, renewal trackers, and servicing records in internal systems

Qualifications & Experience

• Bachelor’s degree in Business, Finance, Insurance, or related field
• 2+ years experience in corporate insurance (broker or insurer)
• Strong exposure to EB and Non‑EB insurance products
• Proven field sales or relationship management experience

Skills

• Strong communication and negotiation skills
• Client‑first, solution‑oriented mindset
• Ability to manage an independent client portfolio
• Proficient in MS Excel, Word, and Outlook
• Insurance domain knowledge

Why Join Us

• Performance‑linked earning potential
• Fast‑growing insurtech with marquee clients
• High‑impact role in SME insurance

Seniority Level

Associate

Employment Type

Full‑time

Job Function

Customer Service

Industries

Insurance, Insurance Agencies and Brokerages, and Insurance Carriers