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Senior Corporate Sales
Insurance Industry
Senior Corporate Sales
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Senior Corporate Sales

at Insurance Industry

Agency job
10 - 15 yrs
₹30L - ₹40L / yr
Mumbai
Skills
Client Servicing
Client Management
Business-to-business sales
Sales
Business-to-business
Business Development
Lead Generation
Relationship building
Acquisition
Marketing
Key account management
Team Management
Product Management

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.

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Shubham Vishwakarma

Full Stack Developer - Averlon
I had an amazing experience. It was a delight getting interviewed via Cutshort. The entire end to end process was amazing. I would like to mention Reshika, she was just amazing wrt guiding me through the process. Thank you team.
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Shubham Vishwakarma

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