Customer Relationship Manager

15,000 - 25,000 /month

Accurate Risk Managers And Insurance Brokers Private Limited

Kothrud, Pune

1 - 5 years Experience in Sales / Business Development

2 Openings

Full Time

Skills Required

Computer Knowledge

Lead Generation

MS Excel

Job Highlights

Sales Type: Health/ Term Insurance

Graduate and above

All genders

10:00 AM - 06:30 PM | 6 days working

Job Benefits: PF

Job Description

Customer Relationship Manager (CRM)

We are seeking a proactive and customer-focused Customer Relationship Manager (CRM) to manage and strengthen client relationships in the insurance and risk management sector. The ideal candidate will act as the primary point of contact for clients, ensuring high levels of customer satisfaction, policy servicing, retention, and business growth.

The role requires excellent communication skills, relationship-building abilities, coordination with insurance companies, and strong follow-up capabilities.

Key Responsibilities

Build and maintain strong long-term relationships with clients.
Handle customer queries related to insurance policies, renewals, claims, and endorsements.
Coordinate with insurance companies and internal teams for smooth policy servicing.
Ensure timely policy renewals and customer retention.
Identify opportunities for cross-selling and up-selling insurance products.
Maintain accurate customer records and documentation.
Follow up with clients for pending documents, payments, and policy updates.
Support clients during claim processing and resolution.
Prepare client reports, renewal data, and MIS reports.
Ensure high customer satisfaction and professional service standards.
Stay updated with insurance products, market trends, and regulatory requirements.

Required Skills & Qualifications

Bachelor’s degree in business, Commerce, Marketing, or related field.
1–5 years of experience in customer relationship management, insurance, banking, or financial services.
Strong communication and interpersonal skills.
Good knowledge of insurance products and processes preferred.
Excellent follow-up and coordination skills.
Ability to handle multiple clients and tasks efficiently.
Problem-solving attitude with customer-centric approach.
Top of Form

Other Details

It is a Full Time Sales / Business Development job for candidates with 1 - 5 years of experience.

More about this Customer Relationship Manager job

What skills and experience do you need for this Customer Relationship Manager job?
Ans : To apply for this Customer Relationship Manager job, candidates should have skills like Computer Knowledge, Lead Generation, MS Excel along with 1-5 years of experience.
What salary is offered for this Customer Relationship Manager job?
Ans : The salary for this Customer Relationship Manager job ranges between ₹15,000-₹25,000 per month.
What is the work schedule for this Customer Relationship Manager job?
Ans : This Customer Relationship Manager job has 6 days working days and timings from 10:00 AM - 06:30 PM.
Do you need to visit the office for this job?
Ans : Yes, candidates need to visit the office and work from the location in Kothrud, Pune.
How many vacancies are there for this Customer Relationship Manager job?
Ans : There are 2 vacancies for this Customer Relationship Manager role.
Is this job open for all genders?
Ans : Yes, this Customer Relationship Manager job is open for both male and female candidates.
What does the role of Customer Relationship Manager involve?
Ans : As a Customer Relationship Manager, your work will involve skills like Computer Knowledge, Lead Generation, MS Excel. This role is part of Sales / Business Development category.
What is the job location for this position?
Ans : The job location for this Customer Relationship Manager position is Kothrud, Pune.
Who is the right fit for this Customer Relationship Manager job?
Ans : A candidate having skills like Computer Knowledge, Lead Generation, MS Excel with 1-5 years of experience is the right fit for this Customer Relationship Manager job.
What makes this Customer Relationship Manager job a good opportunity?
Ans : This Customer Relationship Manager job is a good opportunity as it offers a salary between ₹15,000-₹25,000 per month. This is a Full Time job and has 2 openings.