Manager Corporate Sales

2 days ago

Pune, Maharashtra, India MaverickMaven Full time ₹ 4,00,000 - ₹ 8,00,000 per year

Title: Manager Corporate Sales & Account Management - Mumbai

Location: Mumbai

Job Description

Purpose

· This role is responsible for carrying out activities towards Retaining the existing Corporate Clients and 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 need's post-sale to the retention team for enabling efficient query resolution for clients, and renewals for next year.

Key Result Areas:

· Retaining the existing Corporate Clients and New Business Developments by Generating Leads to create healthy business pipeline

Supporting Actions

· 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)

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