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.
Shubham Vishwakarma
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Follow CutshortShubham Vishwakarma
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