Relationship Manager -General Insurance
- Centricity Wealth Tech
- 2 - 7 years
- Noida, Gurugram
- 3 days ago
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Job Description
Relationship Manager Commercial Lines (All Lines of Business)
Department: Commercial Insurance
Role Summary:
We are seeking a proactive, detail-oriented, and driven Relationship Manager Commercial Lines to lead coordination across all commercial insurance verticals, including but not limited to Fire, Marine, Engineering, and related lines. This role is pivotal in ensuring seamless interaction between internal sales teams, insurance partners, and underwriting departments. The ideal candidate will also play a critical role in onboarding new partners and enhancing operational efficiency to support business scalability and growth.
Key Responsibilities:
- End-to-End Policy Coordination: Manage the complete lifecycle of commercial insurance policiesfrom quote sharing and documentation to issuance and closure.
- Stakeholder Liaison: Act as a central point of contact between the insurers commercial underwriting team and internal stakeholders, including sales and partner management teams.
- Partner Onboarding & Enablement: Facilitate timely onboarding, training, and enablement of new commercial insurance partners to drive expansion and efficiency.
- Performance Tracking: Maintain and update real-time dashboards to monitor lead status, policy conversion rates, and overall performance metrics.
- Documentation & Compliance: Ensure all policy-related documentation is accurate, complete, and compliant with regulatory and internal audit requirements.
- Continuous Improvement: Identify process gaps and collaborate with crossfunctional teams to implement operational enhancements.
Preferred Candidate Profile:
- Education: Graduate degree in any discipline (Bachelors degree minimum)
- Experience: Minimum 2years of experience in commercial insurance coordination, relationship management, or sales support
- Industry Knowledge: Working understanding of commercial insurance products (e.g., Fire, Marine, Engineering, etc.) and basic underwriting principles
- Skills:
- Strong interpersonal and communication abilities, with a focus on effective stakeholder and partner management
- Proficiency in Microsoft Excel and other business tools (e.g., CRM systems, dashboards) for reporting and data analysis
- Ability to manage multiple tasks and work under tight deadlines with strong attention to detail
Job Classification
Industry: Financial Services (Broking)Functional Area / Department: Sales & Business DevelopmentRole Category: Retail & B2C SalesRole: Real Estate Consultant / AgentEmployement Type: Full timeContact Details:
Company: Centricity Wealth TechLocation(s): Noida, Gurugram
Keyskills: Marine Fire Commercial Line Engineering
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Centricity Wealth Tech
Centricity wealth tech, a B2B2C wealth tech platform for independent investment professionals has been launched by a team of experienced private wealth managers and technology experts. The team aims to build a comprehensive tech solution for a largely unorganized IFA community and private wealth p...
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