Corporate sales- Employee Benefit Practice

Role Purpose

Corporate Sales- Employee Benefit Practice

Key Expectations of the Role

Client Relationship Management

• Build and maintain strong relationships with corporate clients by understanding their insurance needs and offering tailored solutions.
• Act as the main point of contact for clients, ensuring timely responses to inquiries and concerns.

Sales Target Achievement

• Set and achieve ambitious sales targets by identifying new business opportunities and upselling to existing corporate clients.
• Develop and implement effective sales strategies to drive revenue growth and meet business objectives.

Market Analysis and Prospecting

• Conduct market research to identify potential corporate clients and market trends relevant to the insurance industry.
• Prospect new clients, analyze their risk profiles, and create compelling insurance proposals tailored to their needs.

Policy Presentation and Negotiation

• Deliver persuasive presentations to clients, explaining insurance solutions and negotiating policy terms and conditions to secure deals.
• Collaborate with underwriters and insurers to negotiate favorable terms on behalf of clients.

Documentation and Compliance

• Ensure accurate and complete documentation of policies, contracts, and client information in compliance with company policies and regulatory requirements.
• Adhere to all legal and compliance standards while handling client transactions and business operations.

Personal Qualifications

• Educational Background

  : A bachelor's degree in business, marketing, insurance, finance, or a related field is preferred.

• Experience

  : Prior experience in corporate sales for Employee Benefits practice, business development, or a similar role within the insurance industry is advantageous.

• Certifications

  : Relevant certifications in sales, business development, or insurance broking are beneficial.

• Technology Proficiency

  : Proficient in using CRM systems, Microsoft Office suite (Word, Excel, PowerPoint), and sales-related software.