11+ Insurance management Jobs in Mumbai | Insurance management Job openings in Mumbai

About Company

Our client is a leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services.

Roles & responsibilities:

• Key connect with Insurance Companies to procure competitive pricing and terms

• Timely and compliant placements of all lines of General Insurance Products

• Assisting the sales team to close business

• Client onboarding, retention & renewals, and servicing requirements

• Assisting onboard clients for all their new / renewal requirements

• Keeping customers updated on the latest products to increase sales.

• Preparing RFQ’s for all General Insurance requirements

• Retention – Manage servicing team for renewal retention; visiting clients for managing relationships; retention of existing policies/clients

Requirements:

Technical Skills:

• MS Office – Word, Excel, PowerPoint, and Outlook.

Education, experience & skills required:

• Graduate / MBA or relevant degree. Insurance degree would be an added advantage.

• Knowledge of insurance / General Insurance domain preferred.

• 2 to 4 years of experience in Insurance Broking / Placement & Retention.

• Excellent interpersonal and communication skills

• Proficient in all Microsoft Applications

• Superior product knowledge

• A team player with leadership skills

• Maintain a positive attitude focused on customer satisfaction.

BUSINESS DEVELOPMENT FOR INTERNATIONAL MARKET

A business development executive or a business development manager is a sales professional who helps an organisation to grow by identifying and developing new business opportunities. Their duties include searching for new clients, finding new potential services to offer, and helping the company expand to new markets.

Roles and Responsibilities:

• Acquire and activate travel agents through various channels like office visits, telephone, email, social networks, events & meetings.
• Establish, grow, and maintain commercial ties with travel agents—both current and potential—in the designated territory to attract new partners for our services.
• Create a sales funnel, identify the right leads, define long-term goals, and engage in strategic business planning.
• Align sales activities with tele-sales team, product, marketing, and customer success team.
• Build in-depth understand of our products and give demos or solve product queries to convert agents.
• Attend road shows, trade fairs and other travel industry events.
• Maintain and analyse data.
• Stay updated on industry insights and opportunities for strategic planning and growth.

Experience and Skills you MUST have:

• At least 4 years sales experience in the travel industry
• Excellent communication and interpersonal skills
• Ability to build relationships
• Prior experience in acquiring travel agents or in visas or insurance is a big plus
• Proficient with using CRMs and google sheets
• Ability to handle pressure

• Understand the entire business process flow from business and organize Sales & BD team to achieve the organizational goals
• Ownership of department wise strategy and P&L and delivery
• Establish strategy and best practices to ensure achievement of overall sales and BD objectives
• Take a lead role in building a strong sales management culture with internal as well as external stakeholders
• Develop ingenious methods or tools to improve conversion of lead to sale, create new channels of business, new business, and brand associations
• Recruit, train and develop teams to deliver pathbreaking results
• Distribution of annual and monthly targets among team members to ensure monthly targets are achieved
• Proactively manage and creatively review the performance and progress of team members monthly, quarterly
• Spend time with external and internal stakeholders to understand and identify critical business issues and align strategies to mitigate them into strengths
• Sharer solutions with leadership on anticipated challenges, and update developments on a periodic basis
• Presenting reports and plans to Board
• Working and thriving in ad hoc environments

• To prospect new clients by fixing appointments, presenting company credentials, taking briefs, developing proposals.
• Researching markets to identify opportunities for events.
• Conceptualization of new ideas/themes on client requirement
• Designing Project Presentation for client pitching (in coordination with CS Manager)
• Developing Project Quotations in sync with the Production manager
• Coordination with the creative team for creative development for proposed or ongoing projects. Further achieving client approvals on it.

Dear Candidate,

We are having urgent opening of Business development Executive/BDM position.

Job Description: 

• Conduct market research to identify selling possibilities and evaluate customer needs.
• Actively seek out new sales opportunities through cold calling, networking and social media.
• Leads will be generated by telemarketing team.
• Meetings with potential clients and listen to their wishes and concerns.
• Prepare and deliver appropriate presentations on products/ services.
• Field Work/client acquisition.

Skills we are searching - 

• Local language and English is must.
• Location specific geographical area and market knowledge.
• Should be willing to travel daily to meet sales targets
• Should have knowledge about logistics industry.
• Focus should be to increase the sales of the company
• Carry out price negotiations with the transporter on behalf of the organization to reach a favorable agreement for both.
• Must also carry out a survey to figure out the current trends in the industry such as prices of the products and the demand for it etc.

Qualification: Under Graduate / Graduates /Masters

Experience: 1 year to 3 year