Recruiter at Pinnacle Solutions Ltd.
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Assistant Manager/Deputy Manager/Manager - New Sales - Insurance (3-10 yrs)
Roles and Responsibilities :
1. Accountable for acquisition of corporate customers & responsible for achieving revenue targets as assigned by the organization on a monthly basis
2. Own new business acquisition target for the location
3. Generate own leads from the available resources. Make appointments, explore the customer's insurance needs, select appropriate product to meet these needs from the product range, gain customer agreement to purchase, accurately complete sales documentation
4. Develop and manage the relationship with key decision makers of clients
5. Responsible for sales completion by facilitating completion of paper work & ensuring prompt issuance of policy document
6. Explore new business opportunities from time to time
7. Build a good customer base in order to explore opportunities to cross-sell & up-sell, and obtain referral from existing client to further prospect where appropriate
8. Accept & follow up on suggestions, request & complaints received from clients, ensure all requests are serviced amicably
9. Proactively ensure performance review by submitting various sales reports as per agreed frequencies in order to ensure performance targets are achieved & exceeded
10. Maintain healthy relationship with Pvt. & PSU insurers to ensure aggressive terms and quotes
11. Ensure meetings with immediate manager / Branch Head to agree on targets & to review performance. Use these forums to discuss issues of business development
Work Experience 3 to 10 Years of Direct Sales Experience in General Insurance Companies or Insurance Broking Companies
Other relevant details around the organization will be shared once we receive your CV
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