Here's a professional job description you can use for a Relationship Manager – Life & Health Insurance at Sankalp Insurance Brokers Pvt. Ltd.
Job Description – Relationship Manager (Life & Health Insurance)
Position: Relationship Manager (Life & Health Insurance)
Department: Sales – POSP/Agency Channel
Location: As Assigned
Reporting To: Area Manager / Regional Head
Role Summary
The Relationship Manager is responsible for recruiting, onboarding, training, and managing POSP/Insurance Partners while driving Life and Health Insurance business. The role focuses on partner productivity, customer acquisition, and achieving business targets through effective relationship management and sales support.
Key ResponsibilitiesBusiness Development
- Achieve monthly, quarterly, and annual Life & Health Insurance sales targets.
- Generate business through POSPs, Insurance Partners, and personal networking.
- Promote Life and Health Insurance products from empanelled insurance companies.
Partner Recruitment & Activation
- Recruit new POSPs/Insurance Partners.
- Ensure timely onboarding and IRDAI compliance.
- Activate newly recruited partners and support them in generating business.
Relationship Management
- Build and maintain strong relationships with Insurance Partners and customers.
- Provide end-to-end sales support from lead generation to policy issuance.
- Ensure high partner engagement and retention.
Training & Development
- Conduct product and sales training sessions.
- Guide partners on product suitability, sales techniques, and customer handling.
- Keep partners updated on new products, campaigns, and regulatory changes.
Sales Support
- Assist partners in premium quotations and product comparisons.
- Coordinate with operations and insurance companies for smooth policy issuance.
- Support claim assistance and customer service when required.
Reporting & Compliance
- Maintain daily activity reports (DAR), recruitment records, and business MIS.
- Track partner performance and business productivity.
- Ensure adherence to IRDAI guidelines and company compliance policies.
Key Performance Indicators (KPIs)
- Monthly Life & Health Insurance premium achieved
- Number of POSPs recruited and activated
- Active partner ratio
- Policy issuance and login conversion ratio
- Partner retention and productivity
- Customer satisfaction and service quality
Desired Skills
- Excellent communication and relationship-building skills
- Strong sales and negotiation abilities
- Knowledge of Life & Health Insurance products
- Team management and mentoring skills
- Good presentation and training capabilities
- Proficiency in MS Excel, CRM tools, and digital sales platforms
Preferred Qualification
- Graduate in any discipline (MBA preferred)
- Minimum 1–5 years of experience in Life Insurance, Health Insurance, Agency, POSP, or Broking channels
- Valid IRDAI certification (preferred)
Pay: ₹350,000.00 - ₹650,000.00 per year
Benefits:
Work Location: Remote
