Corporate Sales Manager jobs in Delhi/NCR - huntsmen & barons

  • 9 Views
  • 5 Applicants
  • 2018-08-01

Job Description

Job Purpose:

This role is responsible for carrying out activities towards bringing in new corporate clients business. The role will build a leads pipeline, liaise with the placement and quotes team for getting competitive quotes, support negotiations with the insurers, and ensure timely premium payment and policy endorsements. The role will also ensure smooth handover of client relationship and servicing needs post-sale to the retention team for enabling efficient query resolution for clients, and renewals for next year.

Generating leads and developing business

- Build a pipeline of leads by interacting with insurers, Third Party Administrators (TPAs) and past contacts, and carrying out cold-calling - Share pipeline for next 3 months with manager, and discuss strategy for target accounts - Fix appointments with potential client and go for meetings - Understand details around client need, existing policy terms and portfolio information - Gather information from online sources and from the client (eg. policy document), and share with the placement and quotes team - Study the gap analysis report to understand business risk, and present the same to the client - Upload terms and policy requirements on the QMS system to share with the quotes team - Present the Quotes Comparison Report (QCR) to the client - Negotiate terms and premium amount with the insurers, as required - Collect and document feedback from the client, in cases that the business is lost, and maintain tracker for next year - Share final terms with the quotes team, and collect the premium payment cheque from the client - Send the cheque to the insurer, and upload a scanned copy on the QMS system - Ensure that the insurer shares a signed stamped copy of the cheque - Ensure a held cover letter from the insurer is received for interim cover, as required in different cases. Key stakeholder relationship management.

Client servicing and cross selling.

Industry

Banking, Investments, Stock Market & Financial Services

Functional Area

Banking / Investments / Stock Market / Financial Services

Number of Vacancy

15

Education

Other Master Degree, Post Graduate Diploma, M.B.A/PGDM


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