
Business Manager
2 weeks ago
Job Title: CRM Manager
Location: Mumbai, India
About the Role:
- This is an individual contributor role reporting to the location leader with no team management responsibility.
- Responsible for meeting renewal business broking revenues according to annual targets and completing employee benefit insurance renewals for existing clients.
- Develop and implement client renewal processes per agreed timeline and established process, including negotiating premiums.
- Lead and conclude all legal documentation like NDA, Broker Services Agreement, SLAs, TOBA and enable discussions with legal teams.
- Maintain positive relationships with collaborators at the client end in a structured manner.
- Act as client steward and initiate stewardship activities relating to the account in a timely manner.
- Provide client consulting services such as benchmarking, claims reviews, and projects with support from Location Leader.
- Collaborate closely with clients at various levels to understand their needs and ensure they are advised on every area of employee benefits.
- Develop consulting expertise in identified client industry/segment and identify new business opportunities within that segment.
- Implement strategy-led wellness initiatives with health promotion team assistance.
- Work closely with other colleagues supporting the client and ensure relevant updates are circulated.
Key Performance Indicators:
- Handle client relationships under purview, be accountable for revenue and cross sell responsibilities.
- Work alongside client services team to maintain client happiness.
Skills and Demeanor:
- Effective communication, presentation, consultative selling, advising, and negotiation skills.
- Solid understanding of insurance benefits market in India with some knowledge of international trends.
- Consulting approach, strong analytical abilities, competitive spirit, phenomenal teammate, and values teamwork.
- Ability to manage and excel in ambiguous situations and be a quick learner.
- Multifaceted self-motivated teammate with a track record.
- Proven Relationship Leadership skills.
- Evidence of continuously upgraded knowledge base through seminar, training, reading etc to ensure distinctive client value.
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