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Relationship Manager - Agency

Universal Sompo General Insurance
Gurugram, IND
Full-time
Senior · 5+ years experience
Onsite
Discovered 2 days ago
CRM
Free

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Responsibilities

  • Identify, recruit, and onboard new insurance agents and POSPs.
  • Maintain and strengthen relationships with existing agency partners.
  • Develop and execute business generation plans to meet sales targets.
  • Provide training, support, and performance feedback to agents.
  • Monitor agency performance metrics and recommend improvement actions.
  • Collaborate with underwriting, claims, and product teams to address partner needs.
  • Prepare regular reports on agency activity, pipeline, and revenue forecasts.
  • Resolve partner issues promptly to ensure high satisfaction levels.
  • Organize agency events, webinars, and networking sessions.
  • Stay updated on industry trends and regulatory changes affecting agencies.

Qualifications

  • Minimum 5 years of experience in the insurance sector.
  • Bachelor's degree in Business, Finance, or related field.
  • Proven track record in recruiting and managing agency partners.
  • Strong understanding of insurance products and distribution channels.
  • Excellent communication, negotiation, and presentation skills.
  • Ability to analyze data and drive performance-based decisions.
  • Self‑motivated with a results‑oriented mindset.
  • Proficiency with CRM and sales reporting tools.
  • Knowledge of regulatory requirements for agents and POSPs.
  • Willingness to travel as needed to meet agency partners.

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