Job Title: Customer Relationship Manager / Sr. Manager Business Development. Location: Worli, Mumbai. Industry: Insurance Broking. Preferred Background: Customer Relations (Health & Commercial) Insurance. Experience Required: 25 years in customer relationship/client servicing roles, preferably in health or commercial Insurance. Employment Type: Fulltime. Job Summary: We are seeking a dynamic and client-focused Customer Relationship Manager (CRM) to join our team at a leading insurance broking firm. The CRM will act as a key point of contact for clients, ensuring an exceptional service experience while delivering tailored insurance solutions. The ideal candidate will have a strong understanding of insurance products, exceptional interpersonal skills, and a consultative approach to relationship management. Key Responsibilities: - Act as the primary relationship manager for clients, representing the company in all interactions with professionalism and expertise. - Understand clients' risk profiles, insurance needs, and financial goals to recommend appropriate life, health, commercial, and specialized insurance solutions. - Build and maintain long-term relationships by delivering proactive, personalized service. - Coordinate with internal departments (underwriting, claims, operations) to ensure smooth policy issuance, servicing, and claim settlement. - Monitor policy renewals, follow up on premium collections, and ensure timely communication of all key events and milestones. - Provide market insights and periodic reviews of clients insurance portfolios. - Ensure compliance with IRDAI regulations and company standards while managing sensitive client information. - Attend client meetings, review sessions, and networking events to enhance relationships and explore cross-selling opportunities. Requirements: - Bachelors degree (preferably in Finance, Insurance, or Business Management); IRDAI licensing preferred. - 25 years of experience in insurance broking, financial services, or wealth management, with exposure to HNI clients. - Strong knowledge of insurance products across life, health and commercial insurance lines. - Excellent communication, negotiation, and interpersonal skills. - High level of integrity, confidentiality, and customer focus. - Proficiency in CRM software and MS Office tools.

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Troth Insurance - Customer Relationship Manager 

Job Description for Troth Insurance - Customer Relationship Manager  in Troth Insurance Broking & Consultants Pvt. Ltd. in  Mumbai Others for (2-5) years of experience. Apply Now!