Customer Relationship Manager - Nellore

Job Purpose

Lead and enhance the insurance sales operations through managing an assigned team and the orphan customer database by driving campaigns. Ensure comprehensive pre-sales and post-sales assistance is provided to clients alongside the team. Focus on not just meeting targets but also achieving steady business growth each quarter.

Scope and Impact

• Direct team management of 5 to 7 members
• Target first-year premiums (FYP) of approximately Rs. 8 million
• New policy issuance targets (NOP) of 200-250 policies
• Manage renewal collections and Assets Under Management (AUM) worth 20-30 crore from the orphan customer base

Challenges

• Promoting a service-to-sales approach for orphan customers
• Implementing differentiated and segmented strategies across various campaigns
• Managing frontline sales force attrition and navigating limited availability of quality talent

Main Responsibilities

• Implementing a loyalty model to maintain strong engagement with orphan customers
• Upselling products to customers through targeted campaigns
• Ensuring renewal collections and preserving AUM within the assigned customer base
• Achieving premium and new policy issuance targets to support overall company growth
• Assigning leads to team members according to preset targets
• Regularly monitoring and reviewing team performance against sales and health parameters
• Providing guidance and support in sales processes, lead conversion, and closing deals
• Actively utilizing recognition and reward activities initiated by the organization
• Managing smooth execution of sales and associated processes for maximizing business potential
• Communicating updates on process changes or regulations through training modules
• Ensuring uninterrupted sales operations including sales calls, policy issuances, and complaint resolution