2 - 7 years
2 - 7 Lacs
Posted:-1 days ago|
Platform:
Work from Office
Full Time
Increase reach and market share by adding new clients to the Organization's portfolio in General Insurance.
Achieve financial targets articulated in the strategic plans of the Organization in terms of the brokerage earned through Conversations with new clients and existing ones.
Retention of existing clients, ensuring expansion and cross-selling to existing clients and Support of specialist vertical budgets, Business Process.
Create potential databases from insurers and other sources. Update KPTS (Key Prospect Tracking System) immediately. Obtain policy papers from existing and potential clients. Conduct a thorough analysis of the Policy Portfolio of existing and potential clients with inputs from the underwriting and claims department to verify that the client has adequate coverage and the best rates and prepare offerings to bridge gaps.
Interface with claims team and service claims to gain confidence and pitch for new business by taking over the responsibility of enabling the client to get pending claims. Engage in discussion and sharing notes with other departments to leverage individual strengths. Participate in monthly meetings to discuss key accounts, strategic initiatives, market trends, and customers.
Send introductory emails or letters, call for an appointment before the initial meeting, and send thank you notes and brochures to all prospective clients after the same. Make client lists. Visit key existing clients on a periodic 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 cheques on time. Provide the best possible client service with respect to all new clients by Coordinating with the underwriting team to get renewal notices issued and the renewals done on time.
Engaging with insurance companies and coordinating with the claims team to enable the settlement of claims. Give timely inputs for MIS to management. Classify potential customers into A-B-C category and implement the following action
Mobile (CUG): As per company policy.
Group Medical Insurance: As per company policy.
Personal Accident Insurance: As per company policy.
Local conveyance on office work: As per company policy.
Outstation travel on office work: As per company policy.
Salasar Services Insurance Brokers
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