4+ Group policy Jobs in Mumbai | Group policy Job openings in Mumbai

HIRING: CORPORATE SALES – DIRECT B2B

Locations: Delhi / Mumbai

Industry: General Insurance / Insurance Broking

We are hiring Corporate Sales professionals to drive new business acquisition and revenue growth across Large Corporate and SME accounts.

Key Responsibilities:

Acquire new Large Corporate and SME clients through direct B2B business development.

Generate new business and achieve assigned revenue and profitability targets.

Build and maintain a strong pipeline through direct market development, networking, referrals, and industry connections.

Develop long-term relationships with CXOs, CFOs, HR Heads, Finance Heads, Procurement Teams, and Business Owners.

Understand client requirements and provide suitable insurance and risk management solutions.

Drive cross-selling, up-selling, client retention, and portfolio growth.

Coordinate with underwriting, placement, claims, servicing, and operations teams.

Manage the complete business development cycle from prospecting to closure.

Monitor sales performance, revenue, collections, and portfolio profitability.

Maintain compliance with company policies and applicable insurance regulations.

Relevant Insurance Products:

Employee Benefits

Group Mediclaim / GHI / GMC

Group Personal Accident / GPA

Group Term Life

Property Insurance

Marine Insurance

Liability Insurance

Cyber Liability

Directors & Officers Liability

Professional Indemnity

Product Liability

Other Commercial and Specialty Insurance

Candidate Profile:

Proven experience in Corporate/B2B Sales within General Insurance, Insurance Broking, Insurance Consultancy, or Risk Advisory.

Strong direct market and new business acquisition experience.

Experience in EB, Non-EB, or both is acceptable.

Group Insurance experience such as GHI/GMC/GPA is preferred.

Candidates from Direct and Non-Retail Insurance Sales backgrounds are preferred.

Strong corporate/SME client network.

Candidates with revenue targets and incentive-driven sales experience will be preferred.

Qualification:

Graduate in any discipline.

MBA/PGDM in Marketing, Sales, Finance, or Insurance will be an advantage

Job Description

Managing a portfolio of SME clients, monitoring their insurance needs, and

proactively engaging with them to ensure client satisfaction and retention. 

Developing and maintaining strong relationships with SME clients, understanding

their business needs, and providing personalized service. 

Identifying and pursuing new business opportunities within the SME sector to grow

the insurance company's client base and revenue. 

Ensuring smooth and efficient service delivery to SME clients, addressing their

queries and concerns promptly.

Managing a portfolio of SME clients, monitoring their insurance needs, and

proactively engaging with them to ensure client satisfaction and retention.

Selling insurance products and services to SMEs, as well as cross-selling other

relevant financial products offered by the company 

Working with internal teams and customer service, to facilitate seamless service

delivery to SME clients. 

Skills and Qualifications:

 Excellent communication, interpersonal, and negotiation skills. 

 Proven track record of achieving sales targets and identifying new business

opportunities. 

 Understanding of various insurance products and policies relevant to SMEs. 

 Providing customer service and building long-term relationships. 

 Well Experienced & Familiarity with the unique needs and challenges of SME

businesses. 

 Bachelor’s Degree.

About the job

Job Description

Managing a portfolio of SME clients, monitoring their insurance needs, and proactively engaging with them to ensure client satisfaction and retention. 

Developing and maintaining strong relationships with SME clients, understanding their business needs, and providing personalized service. 

Identifying and pursuing new business opportunities within the SME sector to grow the insurance company & client base and revenue. 

Ensuring smooth and efficient service delivery to SME clients, addressing their queries and concerns promptly.

Managing a portfolio of SME clients, monitoring their insurance needs, and proactively engaging with them to ensure client satisfaction and retention.

Selling insurance products and services to SMEs, as well as cross-selling other relevant financial products offered by the company 

Working with internal teams and customer service, to facilitate seamless service

delivery to SME clients. 

Skills And Qualifications

 Excellent communication, interpersonal, and negotiation skills.

 Proven track record of achieving sales targets and identifying new business opportunities.

 Understanding of various insurance products and policies relevant to SMEs.

 Providing customer service and building long-term relationships.

 Well Experienced & Familiarity with the unique needs and challenges of SME businesses.

 Bachelor’s Degree.

Individual Contributor Role

• Responsible for handling the direct sale (Field Sales) at the prospects site.

• 100% on field B2C sales Area- PAN Mumbai Navi Mumbai- Western, Central and Harbor

• Generation/ souring of prospects appointments for the sales.

• End to End Sales Profile- Generation of leads through Cold calling (Open Market), Scheduling Appointments with Prospect, personally meeting them and closing the sale.

• Effective delivery of the sales presentations at the prospects at his location.

• Handling the direct meetings, exhibition sales, web leads etc.

• Handling the HFRP (Happy Family Reference Programmes)

• Capable to handle the customer issues/ escalations effectively

• Good in the B2C sale that's to say CDSO (Customer Direct Sales Officer) profile