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Corporate Account Manager

2 months ago

visakhapatnam, India Tata AIA Life Insurance Full time

Job description

Position Overview

Position Title

Manager Employee Benefits/Assistant Manager Group B2B

Department

Group B2B

Reporting to

Assistant Vice President - Employee Benefits

Location

Mumbai

Team Management

Individual Contributor Role

Internal Stakeholders

Actuarial, Investments, Operations, Product, BSG, IT L&C

Skills Required:

Skill Type

Description

Level

Technical

Understanding of insurance concepts

Medium

Technical

Good at Excel

High

Behavioural

Engage and manage relationships with Internal & External Stakeholders

Medium

Communication

Written and Spoken skills

Medium

Background Requirements:

Education

Graduate

Work Experience

Minimum 4 years of overall Work Experience

Preferred experience

· working with any private life insurers

· GTL and Funds products and processes knowledge

· Good communication skills to be able to develop and maintain relations with other departments

Role Summary:

Coordination and Support

1. Liaise with internal stakeholders for GTL quotes, approvals, and pricing to win deals
2. Coordinate with sales and internal teams for publishing analysis on quotes generated, funnel, TATS for supporting Business insights
3. Establish appropriate pre sales systems and processes at the HO level for GTL/MSME, Funds and Annuity
4. Timely resolution of all the product queries/ escalation by coordinating with concerned teams at corporate office.
5. Leveraging existing relationships for inter department projects to Support Manager in departmental projects to achieve business goals
6. Establish healthy relationship and rapport with other teams like product, actuarial, operations to help sales achieve targets

Business development Support


1. Track GTL renewals - support sales in retaining renewals
2. Track GTL AIA cases and help drive support in increasing NB strike rate
3. Departmental Lost deals Analysis, GTL pipeline, Funds Pipe, MSME tracker and annuity tracker
4. Align sales funnel & priorities to improve GTL closing ratio
5. Track the Annuity cases and provide support in ensuring closure

Reporting and Insights


1. Provide monthly and/or ad hoc MIS related to Pricing, Riders and Renewal
2. Monthly report Maintain required trackers & reports at product level Pan India for supporting strategic initiatives by HOD
3. To create & maintain all the necessary dashboards, MIS & databases pan India
4. Maintain effective business MIS/snapshot and presales transaction samples for audit trail, proof and risk mitigation

Training and communication


1. Responsible for end-to-end documentation of all pre sales process for both GTL and Funds
2. Help in customized aids for Sales team on new products/ process/ solutions / data formats
3. Collate improvements basis feedback/requirements from sales
4. Have a central repository of all important circulars, rules, regulations and communicate them effectively
5. Should be process & product champion who can share best practices & knowledge ·

Organisation Structure