4 Policy Presentation Jobs

The purpose of the Corporate Sales Role is to drive business growth by actively engaging with corporate clients, understanding their risk profiles, and offering insurance solutions that align with their business objectives. The role involves establishing strong client relationships, meeting sales targets, and ensuring client satisfaction. Key Expectations of the Role Client Relationship Management: Build and maintain strong relationships with corporate clients by understanding their insurance needs and offering tailored solutions. Act as the main point of contact for clients, ensuring timely responses to inquiries and concerns. Sales Target Achievement: Set and achieve ambitious sales targets by identifying new business opportunities and upselling to existing corporate clients. Develop and implement effective sales strategies to drive revenue growth and meet business objectives. Market Analysis and Prospecting: Conduct market research to identify potential corporate clients and market trends relevant to the insurance industry. Prospect new clients, analyze their risk profiles, and create compelling insurance proposals tailored to their needs. Policy Presentation and Negotiation: Deliver persuasive presentations to clients, explaining insurance solutions and negotiating policy terms and conditions to secure deals. Collaborate with underwriters and insurers to negotiate favorable terms on behalf of clients. Documentation and Compliance: Ensure accurate and complete documentation of policies, contracts, and client information in compliance with company policies and regulatory requirements. Adhere to all legal and compliance standards while handling client transactions and business operations. Competencies Required for the Role Sales Acumen: Demonstrates strong sales skills, including prospecting, client engagement, negotiation, and closing deals. Understands the insurance market, products, and competitive landscape to effectively position our offerings. Communication and Influencing Skills: Possesses exceptional communication and interpersonal skills to effectively communicate with clients, influence decisions, and build rapport. Can articulate complex insurance concepts in a clear and understandable manner. Customer Focus: Puts the needs of clients at the forefront, demonstrating a client-centric approach to service and relationship management. Actively listens to clients to understand their requirements and concerns, providing suitable solutions. Strategic Thinking and Planning: Thinks strategically, identifying long-term business opportunities and formulating effective strategies to achieve sales goals. Develops action plans and executes them efficiently to meet and exceed targets.,

The Corporate Sales Role aims to drive business growth by actively engaging with corporate clients, understanding their risk profiles, and offering insurance solutions that align with their business objectives. This position involves establishing strong client relationships, meeting sales targets, and ensuring client satisfaction. Key Expectations of the Role Client Relationship Management: Build and maintain strong relationships with corporate clients by understanding their insurance needs and offering tailored solutions. Act as the main point of contact for clients, ensuring timely responses to inquiries and concerns. Sales Target Achievement: Set and achieve ambitious sales targets by identifying new business opportunities and upselling to existing corporate clients. Develop and implement effective sales strategies to drive revenue growth and meet business objectives. Market Analysis and Prospecting: Conduct market research to identify potential corporate clients and market trends relevant to the insurance industry. Prospect new clients, analyze their risk profiles, and create compelling insurance proposals tailored to their needs. Policy Presentation and Negotiation: Deliver persuasive presentations to clients, explaining insurance solutions and negotiating policy terms and conditions to secure deals. Collaborate with underwriters and insurers to negotiate favorable terms on behalf of clients. Documentation and Compliance: Ensure accurate and complete documentation of policies, contracts, and client information in compliance with company policies and regulatory requirements. Adhere to all legal and compliance standards while handling client transactions and business operations. Competencies Required for the Role Sales Acumen: Demonstrates strong sales skills, including prospecting, client engagement, negotiation, and closing deals. Understands the insurance market, products, and competitive landscape to effectively position our offerings. Communication and Influencing Skills: Possesses exceptional communication and interpersonal skills to effectively communicate with clients, influence decisions, and build rapport. Can articulate complex insurance concepts in a clear and understandable manner. Customer Focus: Puts the needs of clients at the forefront, demonstrating a client-centric approach to service and relationship management. Actively listens to clients to understand their requirements and concerns, providing suitable solutions. Strategic Thinking and Planning: Thinks strategically, identifying long-term business opportunities and formulating effective strategies to achieve sales goals. Develops action plans and executes them efficiently to meet and exceed targets. Interpersonal Skills: Strong interpersonal skills, including the ability to build relationships, negotiate effectively, and present confidently to corporate clients. Personal Qualifications Educational Background: A bachelor's degree in business, marketing, insurance, finance, or a related field is preferred. Experience: Prior experience in corporate sales, business development, or a similar role within the insurance industry is advantageous. Certifications: Relevant certifications in sales, business development, or insurance broking are beneficial. Technology Proficiency: Proficient in using CRM systems, Microsoft Office suite (Word, Excel, PowerPoint), and sales-related software. Experience 10+ Years,

The Corporate Sales - Employee Benefit Practice Role aims to drive business growth within the Employee Benefit practice segment by actively engaging with corporate clients. Your main responsibilities include understanding the risk profiles of corporate clients and providing insurance solutions that align with their business objectives. Building strong client relationships, meeting sales targets, and ensuring client satisfaction are key aspects of this role. In terms of client relationship management, you will be required to establish and maintain strong relationships with corporate clients. This involves understanding their insurance needs and offering tailored solutions. You will act as the primary point of contact for clients, ensuring timely responses to inquiries and concerns. To achieve sales targets, you will need to set ambitious goals, identify new business opportunities, and upsell to existing corporate clients. Developing and implementing effective sales strategies to drive revenue growth and meet business objectives will be essential for success in this role. Market analysis and prospecting are crucial components of the role. You will conduct market research to identify potential corporate clients and stay informed about market trends in the insurance industry. Prospecting new clients, analyzing their risk profiles, and creating compelling insurance proposals tailored to their needs will be part of your responsibilities. When it comes to policy presentation and negotiation, you will deliver persuasive presentations to clients, explaining insurance solutions and negotiating policy terms and conditions to secure deals. Collaboration with underwriters and insurers to negotiate favorable terms on behalf of clients will also be necessary. Ensuring accurate and complete documentation of policies, contracts, and client information in compliance with company policies and regulatory requirements is vital. You must adhere to all legal and compliance standards while handling client transactions and business operations. In terms of personal qualifications, a bachelor's degree in business, marketing, insurance, finance, or a related field is preferred. Prior experience in corporate sales for Employee Benefits practice, business development, or a similar role within the insurance industry is advantageous. Relevant certifications in sales, business development, or insurance broking are beneficial. Proficiency in using CRM systems, Microsoft Office suite (Word, Excel, PowerPoint), and sales-related software is also required.,

The Corporate Sales Role is focused on driving business growth by engaging with corporate clients, understanding their risk profiles, and providing insurance solutions that align with their business objectives. Establishing strong client relationships, meeting sales targets, and ensuring client satisfaction are key responsibilities of this role. Client Relationship Management is vital, involving building and maintaining strong relationships with corporate clients, understanding their insurance needs, and offering tailored solutions. Acting as the main point of contact, timely responses to inquiries and concerns are ensured. Sales Target Achievement is a priority, with setting and achieving ambitious sales targets through identifying new business opportunities and upselling to existing clients. Effective sales strategies are developed and implemented to drive revenue growth and meet business objectives. Market Analysis and Prospecting are essential, requiring conducting market research to identify potential clients and relevant industry trends. Prospecting new clients, analyzing their risk profiles, and creating tailored insurance proposals are key activities. Policy Presentation and Negotiation skills are crucial, involving delivering persuasive presentations, explaining insurance solutions, and negotiating policy terms to secure deals. Collaboration with underwriters and insurers is necessary to negotiate favorable terms for clients. Documentation and Compliance are important aspects, ensuring accurate and complete documentation of policies, contracts, and client information in compliance with company policies and regulatory requirements. Adherence to legal and compliance standards in all client transactions and business operations is required. Competencies required for success in this role include Sales Acumen, Communication and Influencing Skills, Customer Focus, Strategic Thinking and Planning, and Interpersonal Skills. Strong sales skills, effective communication, customer-centric approach, strategic thinking, and strong interpersonal skills are key competencies for this role.,