The role is supposed to develop and bring new corporate clients and maintain HNI relationship ensuring expansion of both customer base.
Responsibilties:
Resolving &/or escalating client queries in a timely manner as per established TATs.
To achieve new business sales targets for the number of customers as well as the line of business sales to customers brought in.
To develop technical skills and product knowledge for each line of business in general and life insurance.
Develop strong internal relationships with the support team as the role will be supported by the underwriting and operations team for client quotations, endorsements, claims.
Coordinating with Insurance Companies by building strong relationships with senior level insurance company executives for escalations and further quote negotiations.
Submission of Quotes to customers and follow up with them by way of meetings, phone and email for query resolution and closure.
Supporting the preparation of Pre-Sales Proposals for new business sales presentations, client servicing presentations and reports
Responsible for filing & documentation of all client files with relevant information-
Resolving &/or escalating client queries in a timely manner as per established TATs.
Functional skills:-
Sales target orientation – ability to develop and bring new relationships
Domain and technical knowledge related to underwriting including property, engineering, marine and trade credit, financial lines, casualty, employee benefits
Detail Oriented, analytical, strong financial acumen
Good proposal preparation and presentation skills