Relationship Manager

About Policybazaar

Policybazaar is India's largest insurance broker, dedicated to making insurance accessible and understandable for all Indians. Since 2008, we have been a leader in transforming the insurance sector by offering transparent, efficient, and unbiased solutions. We serve over 80.5 million registered users, holding a dominant market share of over 93% in the digital insurance aggregator space and processing over 15,000 crore in annual premiums in FY24. Our platform handles millions of insurance inquiries annually, featuring a wide array of products from over 50 insurance partners across health, life, motor, and corporate insurance. We have facilitated over 44.3 million policy issuances, safeguarding 9 million families. Our 24x7 online support, complemented by on-ground assistance from over 6,000 advisors, ensures a smooth customer journey. With an average customer rating of 4.4 stars and over 23 million app downloads, we are committed to achieving the IRDAI's vision of "Har Family Hogi Insured by 2047." We assist with policy issuance, claim settlement, and understanding insurance needs.

About PBPartners

Policy Bazaar Partners (PBPartners) is the agency distribution arm of Policybazaar, India's leading digital insurance marketplace. PBPartners equips insurance advisors with advanced technology, access to multiple insurers, comprehensive training, and robust on-ground support.

Job Summary

We are seeking motivated professionals for the role of Relationship Manager / Senior Relationship Manager within our Agency Channel. This is a field-based, individual contributor position focused on onboarding agent partners and generating health insurance business.

Key Responsibilities

• Proactively identify, approach, and recruit suitable agent partners within the designated territory.
• Stimulate insurance business growth through the network of recruited agents.
• Conduct regular field visits to engage with agents, provide training, and conduct joint sales calls.
• Meet and exceed monthly and quarterly sales targets.
• Educate agents on product offerings and the effective use of the PBPartners portal and mobile application.
• Ensure strict adherence to business Standard Operating Procedures (SOPs) and compliance regulations.

Business Sustainability

• Foster partner retention through continuous engagement and support.
• Achieve targets for policy renewals and persistency rates.
• Maintain the health of the insurance portfolio by promoting a balanced product mix.

Service Orientation

• Assist agents with service-related inquiries, including endorsements, cancellations, and claims processing.
• Collaborate with operations teams to ensure prompt resolution of service requests.
• Guarantee a seamless and positive experience for all partners.

Additional Information

Compensation and Benefits: Includes a fixed CTC component along with performance-based incentives. Local conveyance allowance is provided as per applicable business SOPs, which is target-linked, BU-specific, and subject to change. All compensation elements are subject to internal policies and SOPs and may be revised periodically.