Area sales Manager

JOB DETAILS:

Job Role: Senior Corporate Sales

Industry: Insurance

Function: Sales/Business Development

Working Day: 6

Work Mode: ONSITE

Salary: Best in Industry

Experience: 10-15 years

Location: Mumbai

Required Skills: Client Relationship Management, B2B Sales & Business Development, Insurance Domain Knowledge, Negotiation & Communication Skills, Sales Target Achievement

Criteria:

• Looking for Local candidates only.
• Need candidate from Insurance broking companies only.
• Proven experience in Insurance Sales, Business Development, or Client Servicing
• Direct experience in generating leads and building new client relationships
• Strong ability to assess client insurance needs and recommend suitable policies
• Hands-on experience in managing corporate or business clients
• Experience in coordinating with underwriting teams for policy issuance and renewals
• Ability to manage end-to-end client lifecycle – acquisition, servicing, renewals, and claims coordination
• Proven capability to meet or exceed assigned sales and revenue targets
• Strong negotiation and deal-closure skills
• Experience in maintaining client databases and preparing MIS reports
• Ability to independently manage client meetings, follow-ups, and relationship building
• Strong knowledge of insurance products and industry processes
• Excellent communication, negotiation, and presentation skills
• Willingness to work in a client-facing, field-oriented sales role

Description

We are looking for experienced professional in Strategic Planning, Sales & Marketing, Business Development, Product Management & Key Accounts Management, Client Servicing and Team Management.

Responsibilities:

• 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 -

        o Coordinating with the underwriting team to get renewal notice issued and the renewals done on time

        o 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:

       o Cater to all requirements through close liaising with respect to A category and close

       o Liaise with B category to covert the leads

       o Maintain the C category in the database and schedule follow-up

• Selling Insurance Products: Presenting insurance options, negotiating terms, and closing deals.

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  

External Interface: 

 Internal interface:

• Existing clients

• Employees

• Prospective clients

• Insurance companies

• 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.

Relationship Manager – Insurance Sales.

Identifying, recruiting, and onboarding new agents - POSP, ensuring they meet company standards and are properly trained. 

Achieving Sales Target

Providing ongoing training and development opportunities for agents, including product knowledge, sales techniques, and professional skills. 

Guiding agents in achieving sales targets, developing sales strategies, and identifying new business opportunities. 

Building and maintaining strong relationships with agents, providing support and addressing their needs. 

Tracking agent performance, identifying areas for improvement.

Developing and implementing strategies to grow the agency channel, expand market share, and increase profitability. 

Serving as a point of contact between the agency and the company, coordinating with various departments to support the agent network. 

Required skills

• Proven working experience as an Insurance Agent or relevant experience from Insurance Broking Industry
• Familiarity with all types of insurance plans (automobile, fire, life, property, medical etc)
• Basic computer knowledge and statistical analysis

Test Engineer

Education Qualification: B.Tech / MCA

Experience: 3+ Years (Manual Testing – Temples knowledge is preferable)

Roles & Responsibilities:

 Prepare test cases and test scenarios.

 Perform functional and regression testing.

 Identify document and track defects.

 Support UAT and production validation activities.

Overview

We at PEMS digital aim to create a smarter, greener tomorrow for you, with your expertise. All of us are guided by

finding and employing efficient data handling to push the frontiers of human engagement, whether it be with

infrastructure, mobility, logistics or the myriad of other industries we hope to expand into. We believe in visualizing

the technology of tomorrow today, and thus, priorities the attitudes of collaboration, creation and adaptability to

create an ecosystem that will foster talent.

Role Overview:

We are seeking a dynamic and motivated Presales (Inside Sales) Intern to join our team for a 3-month internship.

This role is perfect for individuals looking to gain hands-on experience in sales processes, client engagement, and

lead generation

Key Responsibilities:

 Conduct market research to identify potential clients and key decision-makers.

 Assist in lead generation and prospecting activities using various tools and platforms.

 Reach out to prospects via calls, emails, and social media to introduce company products/services.

 Support the sales team in preparing proposals, presentations, and sales collateral.

 Schedule meetings and product demos for the sales team.

 Maintain and update CRM systems with accurate lead and customer information.

 Collaborate with marketing to align lead generation efforts with campaigns.

 Track and report on outreach and lead generation metrics.

Qualifications:

 Pursuing or recently completed a degree in Business, Marketing, Sales, or a related field.

 Strong communication and interpersonal skills.

 Basic understanding of sales principles and customer relationship management.

 Self-motivated, goal-oriented, and eager to learn.

 Ability to multitask and manage time effectively.

What You'll Gain:

 Hands-on experience in presales and inside sales processes.

 Exposure to sales tools and CRM platforms.

 Opportunity to develop client engagement and communication skills.

 Mentorship and guidance from experienced sales professionals.

 A chance to convert the internship into a full-time role based on performance.

Responsibilities:

• Experience of working in the complete Software development life cycle involving project estimation, development, documentation, unit/integration, and testing
• Self-starter & motivator and a keen learner of new technology and other related stuff
• Experienced problem solver with good analytical skills. Experienced in issue resolution and bug-fixing in timely manner
• Good team player with excellent communication skills and quick adaptability to new technologies & work environments
• Implementing NetSuite solutions, both configurations and customizations and to take ownership of end-to-end development from design to deployment
• Must have hands on experience of SuiteScript language, SuiteFlow workflow, SuiteBuilder Customization of forms, records, Saved Search Custom Report
• Must have done customizations on NetSuite platform in implementation projects
• Should have understanding on overall NetSuite functionality ERP/CRM/E-Commerce: Procure to Pay, Order to Cash, Inventory Management, Finance, Project Management, CRM
• Programming Languages/ Framework - SuiteScript 1.0, SuiteScript 2.0, JavaScript (Required), C# (Nice to Have) , ASP.NET (Required) MVC (Model View Controller), Webservice
• Tools - Visual Studio 2005/2008/2010/2012/2013 (Nice to have)
• Exposure to SVN, Box or any code repository technologies.
• Client-Side Technologies - JavaScript, JQuery, Ajax, HTML, CSS and Backbone JS
• NetSuite Functional experience will be a plus
• Should be expertise in - Suite Script 2.0 types - User event, Client Script, Suitelet, RESTlet, Map/Reduce, Scheduled, WFA at least. And should be familiar with all 2.0 Modules
• Should be expertise in troubleshooting the scripts using Debugger and Console.
• Should be familiar with Code Version Control - Git, Bitbucket
• Should have knowledge on script optimization and error handling
• Must have knowledge in integration and Unit testing and code debugging
• Should be experienced with Advanced pdf customizations with extended script knowledge
• Candidate is expected to have worked on all the above technologies and not merely theory knowledge
• Should be familiar with Agile methodology
• Having Core JavaScript library customizations and understanding to apply is plus.
• Should be proactive in work and response to emails and professional chat and handle multiple tasks, should be working with minimal supervision.
• Knowledge on any Project Management tool like Jira is plus.
• Other Industry standard responsibilities

Experience:

• Candidates should have 2+ years of experience in NetSuite.
• Candidates should have Computer background.
• Should be part of at least 2 to 3 implementation projects with medium level customizations at least.
• Excellent communication for client facing on need basis.

• Conducting analysis of website and application requirements.
• Writing back-end code and building efficient PHP modules.
• Developing back-end portals with an optimized database.
• Troubleshooting application and code issues.
• Integrating data storage solutions.
• Responding to integration requests from front-end developers.
• Finalizing back-end features and testing web applications.
• Updating and altering application features to enhance performance.

• Bachelor’s degree in computer science or a similar field.
• Knowledge of PHP web frameworks including Yii, Laravel, and CodeIgniter.
• Knowledge of front-end technologies including CSS3, JavaScript, and HTML5.
• Understanding of object-oriented PHP programming.
• Previous experience creating scalable applications.
• Proficient with code versioning tools including Git, Mercurial, CVS, and SVN.
• Familiarity with SQL/NoSQL databases.
• Ability to project manage.
• Good problem-solving skills.