Roles & Responsibilities - Insurance Relationship Manager

1. Lead Coordination

Manage and organize company-provided leads in the system.

Coordinate with the sales team or clients regarding lead status.

2. Client Assistance

Explain basic insurance product details when required.

Assist clients with policy-related queries.

3. Documentation & Policy Processing

Collect required documents from clients.

Coordinate with the internal team for policy issuance and processing.

4. Renewal & Follow-up Support

Assist in renewal reminders and maintain client records.

Support cross-selling opportunities when required.

5. Back Office Operations

Maintain records of leads, policies, and client details.

Update basic data in Excel or internal CRM systems.

6.Reporting

Maintain basic daily/weekly reports of leads, policy status, and documentation.

Note:
The role is majorly coordination and back-office based.

Minimal calling may be required only for follow-ups or clarification with clients.

May be assigned Additional coordination, operational, or administrative tasks if required.

Job Types: Full time, Permanent

Pay: ₹15,000.00 - ₹25,000.00 per month

Work Location: In person

📌 Operations Executive (Jaipur)
🏢 client of SolutionBox
📍 Jaipur