PBPartners
Website:
pbpartners.com
Job details:
Company Description PBPartners is a brand of Policybazaar Insurance Brokers Private Limited, a composite insurance broker focused on simplifying insurance for customers through in-person assistance. The organization partners with businesses to combine best-in-class insurance products with dedicated on-ground support, ensuring a smooth and transparent insurance journey. PBPartners operates from its registered office in Gurgaon and works under Registration Number 742. The brand emphasizes customer-centric service, compliance with regulatory standards, and long-term relationship building with partners and policyholders.
Role Description This is a full-time, on-site Relationship Manager role based in Ahmedabad and Vadodara. The Relationship Manager will build and maintain strong relationships with channel partners, customers, and internal stakeholders to drive insurance sales and service quality. Day-to-day responsibilities include supporting partners with product information, assisting customers through the insurance purchase and claim processes, resolving queries, and ensuring timely follow-up and documentation. The role involves coordinating with operations and underwriting teams, tracking performance metrics, and identifying opportunities to improve customer experience. The Relationship Manager will also participate in local market activities, provide feedback on product and process improvements, and uphold compliance standards in all interactions.
Qualifications
- Strong relationship management and customer service skills, with the ability to build trust and maintain long-term partnerships.
- Good communication and interpersonal skills, including clear verbal and written communication and active listening abilities.
- Basic understanding of insurance products and processes, or willingness to quickly learn and apply product knowledge.
- Solid organizational and time management skills to handle multiple client interactions, documentation, and follow-ups.
- Comfort with using digital tools and CRM or sales tracking systems to manage leads, records, and reports.
- Ability to work on-site in Bhopal, collaborate with cross-functional teams, and adapt to a fast-paced, target-driven environment.
- Minimum of a bachelor’s degree in any discipline; experience in insurance, financial services, or sales is an advantage.
- Commitment to ethical conduct, regulatory compliance, and providing inclusive, non-discriminatory customer support.
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