Relationship Manager

Company Overview

PolicyBoss.com, established in 2002, ranks among India's fastest expanding insurtech firms with consistent high growth rates. Operating through a broker network spanning 30 offices across 25 cities and a partner network in over 800 locations, it currently supports 5 million customers. Achieving premium collections exceeding Rs. 1,000 crore in FY22, the company is backed by TPG Growth, a US-based private equity organization. PolicyBoss.com champions a customer-centric insurance experience, offering consulting advisory, simple transparent processes, and a strong technology backbone to ensure hassle-free and spam-free insurance purchasing.

Role Summary

We are seeking a full-time, on-site Relationship Manager based in Guwahati. This position requires building and sustaining robust relationships with clients, partners, and advisors to maximize engagement, satisfaction, and retention. The role encompasses understanding customer insurance requirements, delivering consultative advice on fitting products, collaborating with internal teams to facilitate seamless policy issuance, servicing, and claim support. Key duties include regular client follow-ups, managing inquiries and escalations, monitoring portfolio performance, and spotting opportunities for cross-selling and upselling. Additionally, the manager will support local business growth and branch operations, upholding the company’s focus on transparent and effortless customer service.

Qualifications and Skills

• Expertise in managing customer relationships, stakeholder engagement, client servicing, and retention.
• Ability to perform consultative selling and provide insurance advice tailored to customer needs.
• Strong communication and interpersonal skills including clarity in verbal and written interaction, active listening, and trust development.
• Excellent organizational abilities like managing pipeline, time prioritization, and maintaining accurate records of customer interactions.
• Basic analytical and problem-solving capabilities for interpreting customer data, tracking portfolios, and proactive issue resolution.
• Relevant experience in insurance, financial services, banking, or client-facing positions is highly valued.
• Minimum educational qualification is a bachelor’s degree in any discipline; specialization in business, finance, or insurance is preferred.
• Familiarity with CRM software, digital tools, and proficiency in Microsoft Office applications.
• Willingness and ability to work on-site in Guwahati within a dynamic environment while achieving company performance targets.