Senior Relationship Manager - Business Development - Insurance Broking Firm (5-15 yrs)

Right Match HR Services; Quezon City; On-site; PHP 400,000 - 600,000; Full time

Job summary

An insurance broking firm is seeking a Senior Relationship Manager in Metro Manila, focusing on expanding the commercial insurance portfolio. You'll manage client relationships and provide tailored solutions in Employee Benefits and Non-Employee Benefits. Ideal candidates have at least 5 years of experience in commercial insurance and strong field sales skills. This role requires regular client visits and collaboration with internal teams to ensure high-quality service delivery.

Qualifications

• Minimum 5 years of experience in commercial insurance.
• Proven field sales experience with a strong track record in relationship management.
• Demonstrated experience in consulting with agents, brokers, and direct clients.

Responsibilities

• Establish and nurture strong relationships with B2B clients.
• Assess business needs and deliver tailored risk management strategies.
• Promote client retention and drive new business opportunities.

Skills

Excellent communication

Negotiation skills

Interpersonal skills

Problem-solving

Analytical capabilities

Self-motivation

Education

Bachelor's degree in Business, Finance, or related field

Job description

Senior Relationship Manager - Business Development - Insurance Broking Firm (5-15 yrs)

The job details are as follows:

Company: Leading Insurance Broking Company
Role: Sr. Relationship Manager
Location: Mumbai and Delhi.

Job Overview: We are seeking a Senior Relationship Manager to oversee and expand our commercial insurance portfolio, focusing on both Employee Benefits (EB) and Non-Employee Benefits (Non-EB) products. This role is field-based, requiring regular client visits to understand their insurance needs and provide customized solutions to foster long-term relationships and business growth.

Key Responsibilities:

• Client Relationship Management: Establish and nurture strong, lasting relationships with B2B clients through regular in-person meetings and field visits.
• Risk Management Consultation: Assess clients' business needs and deliver tailored risk management strategies using EB, Liability, and Asset Insurance solutions.
• Collaboration with SMEs: Work closely with internal Subject Matter Experts to facilitate cross-selling, upselling, reselling, or policy rollover opportunities.
• On-Site Engagement: Perform on-site assessments, provide consultations, and conduct insurance feedback reviews to improve service quality.
• Business Growth: Promote client retention and drive new business by presenting EB and Non-EB products, as well as suggesting policy upgrades or changes.
• Renewals and Claims Support: Oversee policy renewals and assist clients with claims, collaborating with internal claims specialists for efficient processing.
• Industry Awareness: Stay up-to-date with industry trends, competitor offerings, and regulatory changes to offer competitive solutions to clients.
• Team Collaboration: Coordinate with internal teams to ensure smooth policy administration and high-quality service delivery.
• Cross-Selling Opportunities: Identify and leverage opportunities to cross-sell both EB and Non-EB insurance products.

Qualifications:

• Education: Bachelor's degree in Business, Finance, or related field (preferred).
• Experience: Minimum 5 years of experience in commercial insurance, with expertise in both EB and Non-EB insurance lines.
• Proven field sales experience with a strong track record in relationship management.
• Demonstrated experience in consulting with agents, brokers, and direct clients across all lines of business.

Skills:

• Excellent communication, negotiation, and interpersonal skills.
• Strong problem-solving and analytical capabilities for evaluating client needs and recommending solutions.
• Self-motivated with the ability to manage a client portfolio independently.
• Experience managing a large client base (approximately 200 B2B clients annually).

Note: This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.