Relationship Manager

Company Description PBPartners, a brand of Policybazaar Insurance Brokers Private Limited, focuses on making insurance journeys smooth and convenient through best-in-class products and in-person customer assistance. As a Composite Broker (Registration Number 742), PBPartners offers a wide range of insurance solutions across multiple categories. Headquartered in Gurgaon, the organization supports customers and partners with transparent processes and compliant operations. Team members benefit from working in a structured, growth-oriented environment within a recognized insurance brokerage group.
Role Description The Relationship Manager role at PBPartners is a full-time, on-site position based in Raipur. In this role, the Relationship Manager builds and maintains strong relationships with customers, explaining insurance products, addressing queries, and ensuring a smooth end-to-end insurance journey. Daily tasks include meeting clients, understanding their needs, recommending suitable insurance solutions, and coordinating with internal teams for policy issuance and service support. The Relationship Manager is also expected to follow up on leads, manage renewals, resolve service issues, and uphold regulatory and company standards in every interaction.
Qualifications
Customer relationship and service skills, including the ability to build trust, handle queries, and maintain long-term client partnerships.
Sales and negotiation abilities, with experience in lead management, cross-selling, and achieving performance targets.
Communication and interpersonal skills, such as clear verbal and written communication and effective presentation in face-to-face meetings.
Organizational and coordination skills, including attention to detail, follow-through on renewals, and collaboration with internal teams.
Basic understanding of insurance products and regulations, or willingness to learn quickly with provided training.
Proficiency in using digital tools and CRM systems for tracking leads, customer interactions, and policy status.
Bachelor’s degree in any discipline preferred; relevant experience in insurance, financial services, or customer-facing roles is an advantage.
Ability to work on-site in Raipur, with a proactive, ethical, and results-oriented approach.

Work arrangement
No