Company Description InsureBuddy is a new-age, technology-led insurance broking firm focused on delivering innovative products and ready-to-deploy solutions for diverse customer needs. The organization is driven by a vision to become a unique pan-India player, leveraging digital tools and data-driven insights to transform the insurance broking experience. InsureBuddy aims to build scalable, customer-centric offerings that simplify insurance for individuals and businesses.

With ambitions to grow into a future unicorn in the insurance broking industry, the company offers growth-oriented opportunities for professionals who value innovation and impact.

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

The Relationship

Manager will be responsible for building and maintaining long-term relationships with clients, understanding their insurance needs, and recommending suitable products and solutions. Day-to-day tasks include managing client portfolios, handling inquiries, resolving service issues, and coordinating with internal teams to ensure timely policy issuance, renewals, endorsements, and claims support. The role involves regular follow-up with existing and prospective clients, preparing proposals, gathering required documentation, and maintaining accurate records in company systems.

The Relationship





Manager will also support business development activities, contribute to local market outreach, and uphold high standards of customer service and professional ethics.

Qualifications

- Strong relationship management, client service, and communication skills, with the ability to build trust and maintain long-term partnerships.
- Basic understanding of insurance products and terminology, with willingness to learn industry regulations, underwriting processes, and claims workflows.
- Proficiency in using computers and standard office software (e.g., email, spreadsheets, CRM or similar tools) for documentation and reporting.
- Ability to manage multiple client accounts, prioritize tasks, and work in a structured, detail-oriented manner.
- Comfort with in office client interactions, field visits within Rae Bareli as needed, and collaboration with internal sales, operations, and support teams.
- Bachelor’s degree in business, finance, commerce, or a related field is preferred; relevant experience in banking, financial services, or insurance is an advantage.
- Demonstrated problem-solving skills, professional conduct, and a customer-first mindset, with readiness to work in a fast-evolving, technology-led environment.

📌 Relationship Manager (Raebareli)
🏢 InsureBuddy
📍 Raebareli