Corporate Business Development

4 weeks ago


Bhubaneshwar, India Aditya Birla Capital Full time

Hi All,


Hiring for Corporate Business Development in Bhubaneshwar.


Interested candidates please mail resumes to neetu.b@edmeinsurance.com


Key Result Areas Supporting Actions

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  Fill the sales template on the system and attach important documents to share with the operations team for booking the revenue  Follow up with the insurer for the policy document  Share the final policy document with the client after scrutiny by the quotes team, and upload a copy on the system

Client Servicing & Cross Selling  Draw-up an annual calendar for value-add activities in consultation with the client (starting with policy awareness)

 Respond to escalations (eg. for endorsements, claims settlement,

queries, new business or other issues) received from clients in a

prompt manner

 Share contact details with client for relevant stakeholders

along with the escalation matrix

 Liaise with the insurer and claims team for facilitating claims

settlement, or other stakeholders for ensuring quick resolution of

the issue

 Collaborate with the retention team for a smooth transition of the

client

Key Stakeholder

Relationship

Management

 Build and maintain relationships with key stakeholders at the

insurance companies to ensure competitive quotes are received in a

timely manner

 Visit insurance companies regularly to ensure continuous

engagement with different stakeholders

 Keep abreast with



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