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Job Description Job Title: Area Manager - Corporate Sales Qualification: Bachelor's/Master’s degree Experience: 3-10 Years Location: Delhi Gurgaon & Noida, Chennai, Surat, Hyderabad, Pune, Bangalore, Jaipur & Ahmedabad Domain: Corporate Insurance We are looking for experienced professional in Strategic Planning, Sales & Marketing, Business Development, Product Management & Key Accounts Management and Client Servicing. Duties Generating Leads and Building Relationships: Identifying potential clients, contacting them, and building rapport to understand their insurance needs. Understanding Client Needs: Assessing a business's risk profile and recommending the most suitable insurance policies. Customer: Send introductory mails or letters, call for appointment before the initial meeting and send thank you note and brochure to all prospective clients after the same. Make client lists Visit key existing clients on a periodical basis Get insurance policies issued in favor of the clients in coordination with the underwriting team and deliver the same to the clients Collect premium cheque on time Provide best possible client service with respect to all new clients by Coordinating with the underwriting team to get renewal notice issued and the renewals done on time Engaging with insurance companies and coordinating with the claims team to enable settlement of claims Give timely inputs for MIS to management Classify potential customers into A-B-C category and implement the following action: Cater to all requirements through close liaising with respect to A category and close Liaise with B category to covert the leads Maintain the C category in the database and schedule follow-up Selling Insurance Products: Presenting insurance options, negotiating terms, and closing deals. Understand Affinity practice and provide innovation & relevant insurance solutions to the clients to enhance their business productivity or brand positioning. Building and strengthen relationships with insurers, wellness aggregators and clients while innovating affinity solutions which benefits the whole eco system. Set focus on a few target sectors but the core of this business would be innovation New Solutions benefiting clients on business, balance sheet and brand value Ability to understand the client, their industry and their risks and match them with potential Global Solutions Individually initiate and close new business opportunities from potential clients and wherever required, support the Operations Lead/Team Leader for a seamless execution. Responsible for improving client retention revenue, cross/up sell opportunities and developing ROI Client Wise People Growth: Acquire product knowledge and always keep self-updated with latest variations in product offerings Attend training sessions (external/ internal) and working on on-job assignments to implement new learning Achieving Sales Targets: Meeting or exceeding set sales quotas and revenue goals. Maintaining Client Relationships: Providing ongoing support, addressing inquiries, and ensuring client satisfaction. Staying Informed: Keeping up-to-date with industry trends, new products, and regulatory changes. Knowledge: Strong understanding of insurance products, especially those relevant to corporate clients. Skills: Excellent communication, negotiation, and presentation skills are essential. Qualifications Graduation/ Post Graduation Show more Show less
