Maintain strong relationships with existing clients to ensure retention and renewal of policies.
Provide excellent customer service and resolve client queries promptly.
Conduct regular follow-ups and portfolio reviews with clients.
Product Knowledge & Advisory:
Educate clients on various general insurance products and tailor solutions to their needs.
Stay updated with industry trends, regulatory changes, and new product offerings.
Coordinate with underwriting and claims teams to ensure smooth policy issuance and claim settlements.
Compliance & Documentation:
Ensure adherence to IRDAI regulations and company policies in all transactions.
Maintain accurate records of client interactions and transactions.
Prepare reports on sales performance, client feedback, and market trends.
Job Types: Full-time, Permanent
Pay: ₹30,000.00 - ₹35,000.00 per month
Ability to commute/relocate:
Nariman Point, Mumbai, Maharashtra: Reliably commute or planning to relocate before starting work (Required)
Experience:
Relationship management: 1 year (Required)
Work Location: In person
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