Branch Relationship Manager - Loyalty channel

SkillLabs; Delhi Charter Township (MI); On-site; USD 60,000 - 90,000; Full time

Job summary

SkillLabs is seeking a Branch Relationship Manager for the Loyalty Channel in Life Insurance. You will manage customer relationships, drive sales targets, and coordinate with underwriting and service teams to ensure smooth policy issuance and servicing. Focus on retention, cross-selling, and high-value customers.

The role requires strong communication, negotiation, and problem-solving skills, with a customer-centric approach and regulatory compliance awareness.

Qualifications

• Strong customer relationship management and service orientation.
• Experience in cross-selling and up-selling within life insurance.
• Familiarity with regulatory guidelines and documentation practices (IRDA/US equivalents).

Responsibilities

• Manage customer relationships and ensure high satisfaction and retention.
• Achieve sales targets for life insurance products and renewals.
• Generate leads from branch walk-ins, references, and interactions; convert to policyholders.
• Coordinate with underwriting and service teams for quick issue resolution.
• Assist with policy issuance, renewals, claims coordination, and documentation.
• Maintain MIS reports and monitor performance metrics.

Skills

Communication and relationship-buildi

Sales and negotiation abilities

Customer handling skills

Problem-solving approach

Target-oriented mindset

Knowledge of life insurance products

Job description

Roles and Responsibilities – Branch Relationship Manager (Loyalty Channel) | Life Insurance

• Customer Relationship Management
• Build and maintain strong relationships with existing customers.
• Ensure high customer satisfaction and long-term retention.
• Address customer queries and provide timely resolution.
• Business Development & Sales
• Achieve assigned sales targets for life insurance products.
• Generate business from the existing customer base through cross-selling and up-selling.
• Identify opportunities for additional insurance needs.
• Customer Retention & Loyalty Management
• Focus on retaining high-value and loyal customers.
• Conduct regular follow-ups with customers for renewals and policy servicing.
• Develop strategies to increase customer engagement and loyalty.
• Lead Generation
• Generate leads through branch walk-ins, references, and customer interactions.
• Convert potential customers into policyholders.
• Policy Servicing
• Assist customers with policy issuance, renewals, claims coordination, and documentation.
• Ensure smooth onboarding and post-sales service.
• Coordination with Internal Teams
• Work closely with branch staff and operations teams for customer support.
• Coordinate with underwriting and service teams for quick issue resolution.
• Compliance & Documentation
• Follow company policies, IRDA guidelines, and regulatory requirements.
• Maintain accurate records and documentation.
• Performance Tracking
• Monitor daily sales activities and maintain MIS reports.
• Track business performance and customer retention metrics.
• Market Awareness
• Stay updated on competitors, products, and industry trends.
• Share market insights with management when required.

Key Skills Required

• Communication and relationship-building skills
• Sales and negotiation abilities
• Customer handling skills
• Problem-solving approach
• Target-oriented mindset
• Knowledge of life insurance products and processes