Relationship Manager (Pune Division)

Relationship Manager (Pune Division)

13 Aug
|
Square Insurance Brokers
|
Pune Division

13 Aug

Square Insurance Brokers

Pune Division

Company Description
Square Insurance Brokers Pvt. Ltd. is a leading Insurtech life and general insurance aggregator, offering customers a convenient way to compare policies from top-rated insurance companies. The organization focuses on helping individuals and businesses find insurance solutions that match their unique needs and budgets. Through its digital platform, Square Insurance enables users to review multiple quotes, make secure payments, and download policies online. The company is committed to simplifying the insurance experience by combining technology-driven tools with customer-centric support.

Role Description
The Relationship Manager is a full-time, on-site role based in the Pune Division. The role involves building and maintaining strong relationships with clients, understanding their insurance needs, and recommending suitable life and general insurance products. The Relationship Manager will handle client onboarding, provide policy information and guidance, assist with quote comparisons, and support clients through payment and policy issuance processes.



Daily responsibilities include managing a portfolio of clients, addressing queries and concerns, coordinating with internal teams and insurance partners, and ensuring high levels of customer satisfaction and retention. The role may also involve identifying new business opportunities, conducting follow-ups, and maintaining accurate records of client interactions and policy details.

Qualifications
- Ability to build and sustain client relationships, with strong interpersonal and customer service skills.
- Experience in insurance, financial services, or related domains, with familiarity in life and general insurance products.
- Strong communication skills in English and local languages, including explicit verbal and written abilities.
- Good analytical and problem-solving skills for comparing policies, explaining benefits, and addressing client needs.
- Comfort with digital tools, online platforms, and bas

📌 Relationship Manager (Pune Division)
🏢 Square Insurance Brokers
📍 Pune Division

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