Relationship Managers

• Actively engage with leads through various channels.
• Build strong relationships with potential clients.
• Present and explain insurance products effectively.
• Collaborate with sales and marketing teams for lead generation and conversion.

• Guide clients through the application and underwriting process.
• Collaborate with underwriting and processing teams for policy issuance.
• Keep clients informed about the status of their applications.
• Customer Service
• Serve as a primary point of contact for existing clients.
• Conduct regular followups to assess client satisfaction.
• Collaborate with the customer service team to enhance overall customer experience.

• Develop and maintain strong relationships with clients.
• Attend networking events to expand the companys network.
• Seek feedback from clients to improve service delivery.
• Preferred Candidate Profile
• Excellent communication and interpersonal skills.
• Strong negotiation and persuasion abilities.
• Knowledge of insurance products and underwriting processes.
• Customercentric approach with a focus on delivering exceptional service.
• Additional Considerations
• Sales Goals: Clearly defined sales targets and performance metrics.
• Training and Development: Opportunities for continuous learning and professional growth.
• Compensation: Competitive salary structure with potential for incentives or commissions.
• Company Culture: Alignment with the companys values and mission.

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