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12/06 Afsheen
Assistant Manager - Talent Sourcing at Asst Manager

Views:311 Applications:67 Rec. Actions:Recruiter Actions:57

Manager - Corporate Sales - Insurance (3-10 yrs)

Hyderabad Job Code: 78294

Generating leads and developing business

LOCATION : MUMBAI OR HYDERABAD

Build a pipeline of leads by interacting with insurers, Third Party Administrators (TPAs) and past contacts, and carrying out coldcalling

- Share pipeline for next 3 months with manager, and discuss strategy for target accounts

- Fix appointments with potential client and go for meetings

- Understand details around client need, existing policy terms and portfolio information

- Gather information from online sources and from the client (eg. policy document), and share with the placement and quotes team

- Study the gap analysis report to understand business risk, and present the same to the client

- Upload terms and policy requirements on the QMS system to share with the quotes team

- Present the Quotes Comparison Report (QCR) to the client

- Negotiate terms and premium amount with the insurers, as required

- Collect and document feedback from the client, in cases that the business is lost, and maintain tracker for next year

- Share final terms with the quotes team, and collect the premium payment cheque from the client

- Send the cheque to the insurer, and upload a scanned copy on the QMS system

- Ensure that the insurer shares a signed stamped copy of the cheque

- Ensure a held cover letter from the insurer is received for interim cover, as required in different cases

- Fill the sales template on the system and attach important documents to share with the operations team for booking the revenue

- Follow up with the insurer for the policy document

- Share the final policy document with the client after scrutiny by the quotes team, and upload a copy on the system

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

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