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This is with one of our client an Insurance company , theya re looking for a Sr. Relationship Manager – Non EB
Sr. Relationship Manager –Non-Employee Benefits
Location- Bangalore(Onsite)
Job Overview:
As a Sr. Relationship Manager –Non-Employee Benefits, you’ll own and grow relationships with our B2B clients – from onboarding to retention to renewals and cross-selling Non-Employee Benefits lines. insurance products for our Bangalore location. Think of yourself as the strategic advisor and trusted partner helping Indian businesses protect what matters most.
This is a high-impact, field-driven role – perfect for someone who thrives on physical client interaction, problem-solving, and bringing structured solutions to complex insurance needs. Key Responsibilities:
● Build and nurture deep, long-term relationships with leadership teams with allocated clients
● Understand each client’s unique risk landscape and offer tailored insurance solutions across EB and non-EB lines.
● Lead end-to-end account servicing – onboarding, policy renewals, cross-sells, upsells, claims support, and ongoing consultation.
● Own your portfolio: make regular client visits, deliver exceptional service, and drive growth through trust and expertise.
● Generate cross-sales business from existing clients by presenting Employee Benefits and Non-Employee Benefits (cross sell) products and recommending policy upgrades or changes.
● Collaborate with internal product experts to solve client challenges and unlock new revenue opportunities.
● Ensure timely renewals, quote negotiations, and invoicing.
● Assist clients with claims processes in collaboration with internal claims specialists.
Qualifications:
Bachelors in Business, Finance, Insurance or a related field.
Experience:
● 6+ years’ of experience in managing corporate clients prima facie either in an insurance broking firm or direct general insurance company
● Proven experience in commercial insurance with expertise in Employee Benefits (EB) and Non-Employee Benefits (Non-EB) insurance lines
● Strong field sales experience and a demonstrated ability in relationship management. Technical & Soft Skills:
● Excellent communication, negotiation, and interpersonal abilities.
● Self-motivated and capable of working independently while effectively managing a client portfolio.
● Having experience in handling and meeting B2B clients in-person, annually ● Consulted agents/brokers/direct clients across all LOB’s
● Technical knowledge – MS Office – Word, Excel and Outlook ● Domain Knowledge preferred.
● High-Impact Role, Real Ownership Manage and grow a portfolio of high-value B2B clients, directly influencing revenue, retention, and customer experience.
● Fast-Growth, High-Learning Environment Be part of a company that’s scaling rapidly, where you’ll continuously expand your expertise across Employee Benefits (EB) and Non-EB insurance lines.
● Cross-Sell & Upsell Opportunities = Higher Earnings Impact Drive tangible business outcomes through cross-selling and renewals, with clear visibility of your contribution.