Senior Associate - Insurance Cross Sell - BFSI

Key Responsibilities: -

- To act as an Insurance Solutionist to all Captive customers.

- To Cross-Sell Corporate Products like GMC, GPA, Fire & Engineering products to corporate clients.

- Generate leads from the available resources. Make appointments, explore the customer's insurance needs, select the appropriate product to meet these needs from the product range, gain customer agreement to purchase, accurately complete sales documentation.

- Maintain a healthy relationship with the SME & MME sales team.

- Develop and manage the relationship with key decision makers of clients.

- Responsible for sales completion by facilitating completion of paperwork & ensuring prompt issuance of the policy document.

- Explore new business opportunities from time to time.

- Build a good customer base in order to further explore opportunities to cross-sell & up-sell, and obtain a referral from existing client to further prospect where appropriate.

- Accept & follow up on suggestions, request & complaints received from clients, ensure all requests are serviced amicably.

- Proactively ensure performance review by submitting various sales reports as per agreed frequencies in order to ensure performance targets are achieved & exceeded.

- Ensure meetings with immediate manager / Branch Head to agree on targets & to review performance. Use these forums to discuss issues of business development.

- Maintain a healthy relationship with insurers to ensure aggressive terms and quotes.

Eligibility Criteria for the Job :

- Education Postgraduate / Graduate.

- Age Upto 35 years.

- Work Experience 5+ years of work experience in the insurance industry/ Corporate Broker.

- Preferably on Corporate Sales.

- Primary Skill Insurance Selling of Corporate Products.

- Management Skills Candidate with Team management skills would be preferred; however, this is not a pre-requisite for the role.

- Soft Skills Excellent communication skills. Excellent networking skills. Candidate with existing relationships with corporates would be preferred.