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 to over 80.5 million registered users. With a significant market share of over 93% in the digital insurance aggregator space and an annual premium collection exceeding 15,000 crore in FY24, Policybazaar is a trusted name in insurance and financial protection. Our platform handles millions of insurance inquiries annually and features a wide array of products from over 50 insurance partners, covering health, life, motor, and corporate insurance. We have facilitated the issuance of over 44.3 million policies, protecting 9 million families. Our 24x7 online support, complemented by on-ground assistance from over 6,000 insurance 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 technology, access to multiple insurers, training, and robust on-ground support.

Job Summary

We are seeking dynamic and 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 insurance business, specifically for Health Insurance.

Key Responsibilities

• Identify, approach, and recruit agent partners within the designated territory.
• Drive 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.
• Train agents on product knowledge and the effective use of the PBPartners portal and mobile application.
• Ensure strict adherence to business Standard Operating Procedures (SOPs) and compliance guidelines.

Business Sustainability

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

Service Orientation

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

Additional Information

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