Role & responsibilities

Client Relationship Management

- Manage a portfolio of 500+ insurance clients.
- Act as the single point of contact for all policy-related queries.
- Build long-term relationships through regular follow-ups and annual reviews.
- Maintain accurate client profiles and family insurance records.

Renewals & Customer Service
- Track upcoming renewals and achieve high renewal retention.
- Send premium reminders and coordinate payment collection.
- Issue policy copies, endorsements and policy amendments.
- Resolve servicing requests within defined turnaround times.

Claims Assistance
- Guide clients through health, motor and life claim procedures.
- Coordinate with insurers, TPAs and hospitals for documentation.
- Update clients proactively until claim closure.




- Maintain a claims tracker and escalation log.

Preferred candidate profile Cross-Selling

Identify suitable opportunities for

- Health Insurance
- Term Life Insurance
- Motor Insurance
- Travel Insurance
- Fire & SME Insurance

Cross-selling should always be based on client needs and compliance requirements. Operations & MIS
- Update CRM daily with interactions and policy status.
- Maintain renewal, claims and lead MIS.
- Coordinate with operations for policy issuance.
- Ensure complete KYC and documentation.

If not interested in Sales please dont apply,

📌 Insurance Relationship Manager (Mumbai)
🏢 Radds Capital
📍 Mumbai