Insurance Relationship Manager
Location: C-Scheme, Jaipur
Salary: ₹20,000 – ₹25,000 per month
Company: Client of Solutionbox
Role Overview
We are hiring an Insurance Relationship Manager for a coordination and back-office focused role. The position involves managing client communication, supporting policy processing, and maintaining operational records. This role is suitable for candidates who prefer organized office work and relationship management over aggressive sales.
Key Responsibilities
1. Lead Coordination
Manage and organize company-provided leads
Coordinate with clients and internal teams regarding lead status
2. Client Assistance
Explain basic insurance product information when required
Assist clients with policy-related queries
3. Documentation & Policy Processing
Collect required documents from clients
Coordinate with internal teams for policy issuance and processing
4. Renewal & Follow-up Support
Assist in renewal reminders
Maintain client records and support cross-selling opportunities when required
5. Back Office Operations
Maintain records of leads, policies, and client details
Update data in Excel or internal CRM systems
6. Reporting
Maintain daily/weekly reports related to leads, documentation, and policy status
Additional Information
Role is primarily coordination and back-office based
Minimal calling required only for follow-ups or clarifications
Additional coordination or administrative tasks may be assigned as needed