Relationship Manager

Job Description

As Relationship Manager, you will be responsible for building and maintaining strong relationships with high-value clients, understanding their insurance needs, and delivering personalized solutions. This role involves proactive account management, sales growth, and collaboration with internal teams to ensure customer satisfaction and long-term retention.

Key Responsibilities

Client Relationship Management

Build and manage strong relationships with high-value insurance customers.

Act as the primary point of contact for customer inquiries and concerns.

Conduct regular reviews to assess changing insurance needs and recommend appropriate coverage.

Sales & Growth

Collaborate with the sales team to identify upselling and cross-selling opportunities.

Achieve and exceed sales targets and revenue goals for assigned customer portfolio.

Prepare and deliver presentations or proposals to prospective and existing clients.

Account Monitoring & Support

Monitor customer accounts and policies to ensure relevance and accuracy.

Provide personalized support during the claims process when required.

Maintain accurate records of customer interactions and sales activities.

Collaboration & Compliance

Work with underwriters and product experts to offer tailored insurance solutions.

Ensure compliance with company policies and regulatory requirements.

Mentor junior relationship managers and support team development.

Experience & Skills Required

13 years of experience in sales or relationship management roles.

Technology Known

MS Office

MS Excel

Behavioral Traits Required

Customer Centricity

Integrity

Problem-Solving Ability

Qualifications

PUC (Pre-University Course)

No mandatory certifications required

What You Bring to Digit

You bring empathy, insight, and a customer-first mindsetbuilding lasting relationships and driving growth through personalized insurance solutions.