Company Description InsureBuddy is a new-age, technology-led insurance broking firm focused on delivering innovative products and ready-to-deploy digital solutions. Guided by a vision to become a distinctive pan-India player, the company is building scalable platforms to simplify insurance for individuals and businesses.

InsureBuddy leverages data-driven decision-making and automation to enhance customer experience and operational efficiency. The organization is growth-oriented, aiming to become a future unicorn in the insurance broking industry, offering talent opportunities to contribute to this expansion and innovation.

Role Description This is a full-time, in office Relationship Manager role based in Tirur.

The Relationship

Manager will build and maintain strong relationships with clients, understand their insurance needs, and recommend suitable products and solutions. The role involves managing client onboarding, handling policy queries, coordinating renewals, and ensuring timely resolution of issues.

The Relationship

Manager will collaborate with internal teams to process proposals, documentation, and claims support, while consistently tracking client satisfaction and retention metrics. The position also includes identifying upsell and cross-sell opportunities, participating in local outreach or events, and providing feedback to improve services and processes.





Qualifications

- Candidates should possess strong client relationship management and customer service skills, including the ability to understand client needs and provide appropriate solutions.
- Candidates should possess communication and interpersonal skills, including clear spoken and written communication and active listening abilities.
- Candidates should possess sales and negotiation skills, with the capability to present insurance options, handle objections, and close deals ethically.
- Candidates should possess basic insurance and financial literacy, with an understanding of insurance products, terminology, and compliance guidelines (broking experience is a plus).
- Candidates should possess organizational and time-management skills, including managing multiple client accounts, follow-ups, and documentation accurately.
- Relevant experience in relationship management, sales, or customer-facing roles, preferably in insurance, banking, or financial services.
- Comfort with technology and digital tools used for CRM, documentation, and communication.
- Bachelor’s degree in any discipline is preferred; skilled certifications in insurance or finance are an added advantage.
- Ability to work on-site in Tirur, with a proactive, ethical, and results-oriented approach.

📌 Relationship Manager (Tirur)
🏢 InsureBuddy
📍 Tirur