Assistant Manager - Talent Sourcing at Asst Manager
Views:311 Applications:67 Rec. Actions:Recruiter Actions:57
Manager - Corporate Sales - Insurance (3-10 yrs)
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.
