Corporate Relationship Management & Sales Role - Insurance

Role - Corporate Relationship Management & Sales

Experience : 3-5 years

Location - Mumbai

Must have :

- Corporate Finance

- Corporate Relationship

- Insurance Selling

- This candidate will be selling the Mediclaim/insurance to existing customers.

- Engagement with the customers.

Job Description :

Roles & Responsibilities :

Responsibilities :

- Manage corporate relationships: Build and maintain strong relationships with corporate clients, ensuring their satisfaction and addressing any concerns or issues.

- Develop a deep understanding of client needs and provide personalized service tailored to their specific requirements.

- Regularly meet with clients to assess their satisfaction, identify new opportunities, and address any challenges.

- Act as the main point of contact for corporate clients, ensuring timely and effective communication.

- Customer engagement and relationship nurturing: Continuously engage with existing small and medium-sized business clients, fostering long-term relationships and promoting customer loyalty.

- Provide support and assistance to clients, addressing any queries or concerns promptly and effectively.

- Corporate insurance sales: Drive sales of corporate insurance products, meeting set targets and contributing to overall business growth.

- Prepare and negotiate proposals, contracts, and pricing agreements.

- Selling group mediclaim policies to small and medium-sized businesses:

- Educate potential customers about the benefits and coverage provided by the group mediclaim policies.

- Coordinate with underwriters to provide accurate and timely quotes to potential clients.

- Liaise with claims department to facilitate prompt claim settlement and handle any escalations.

- Conduct market research to identify potential target industries and businesses.

- Analyze competitor offerings and market positioning.

- Provide regular reports and updates on market insights, trends, and opportunities.

Requirements:

- Experience: Minimum 3-5 years of experience in corporate relationship management and sales, preferably in the insurance industry.

- Excellent communication and interpersonal skills: Strong ability to build relationships, communicate effectively, and negotiate with corporate clients.

- In-depth knowledge of corporate insurance products: Understanding of various insurance policies and their coverage, specifically in the corporate insurance segment.

- Sales-driven mindset and target orientation: Proven track record of meeting or exceeding sales targets.

- Strong analytical and problem-solving skills: Ability to analyze client requirements, identify solutions, and address client challenges effectively.

- Result-oriented and self-motivated: Able to work independently, take initiative, and drive results.

Bachelor's degree: Relevant degree in business, sales, marketing, or a related field.