Company Description PolicyBoss.com, founded in 2002, is one of India’s fastest-growing insurtech companies, maintaining a strong CAGR over the past several years. The company operates a broker distribution network of over 30 offices across 25 cities and a partner network spanning more than 800 locations, serving a customer base of 5 million. PolicyBoss.com crossed Rs. 1,000 crore in premium collections in FY22 and is backed by TPG Growth, a US-based private equity firm.

As a new-age insurtech player, PolicyBoss.com focuses on transforming the insurance experience through a consultative approach, simple and transparent processes, and a robust technology framework. The company emphasizes hassle-free, spam-free insurance buying supported by trusted advisors and customer-centric solutions.

Role Description This is a full-time, on-site Relationship Manager role based in Guwahati.

The Relationship

Manager will build and maintain strong relationships with customers, partners, and advisors, ensuring high levels of engagement, satisfaction, and retention.

Responsibilities include understanding customer insurance needs, providing consultative guidance on suitable products, and coordinating with internal teams to ensure smooth policy issuance, servicing, and claims support. The role involves regular follow-ups, managing customer queries and escalations, tracking portfolio performance, and identifying opportunities for cross-selling and upselling.

The Relationship

Manager will also contribute to local business development activities,



support branch operations, and uphold PolicyBoss.com’s standards for transparent and hassle-free customer interactions.

Qualifications

- Candidates should possess strong customer relationship management skills, including stakeholder engagement, client servicing, and retention-focused interaction.
- Candidates should possess consultative selling and insurance advisory skills, with the ability to understand customer needs and recommend appropriate products and solutions.
- Candidates should possess communication and interpersonal skills, including clear verbal and written communication, active listening, and the ability to build trust.
- Candidates should possess organizational and follow-up skills, such as pipeline management, time management, and accurate documentation of customer interactions.
- Candidates should possess basic analytical and problem-solving skills to interpret customer data, track portfolio performance, and address issues proactively.
- Prior experience in insurance, financial services, banking, or related customer-facing roles is highly beneficial.
- Minimum of a bachelor’s degree in any discipline; a specialization in business, finance, insurance, or related fields is an advantage.
- Comfort working with CRM tools and digital platforms, along with proficiency in MS Office applications.
- Ability to work on-site in Guwahati, adapt to a agile environment, and meet performance targets in line with company goals.

📌 Relationship Manager (Guwahati)
🏢 PolicyBoss
📍 Guwahati