Managing Director at Shrigoda Insurance Brokers Limited
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Relationship Manager - Business Alliances - Corporate Insurance (2-3 yrs)
1. Acquire & Manage Corporate Clients / Create Alliances
2. Garner Insurance Business
3. Effective coordination with clients & the insurance companies to resolve any query & grievance
4. Understand insurance requirements for each corp. client & recommend products that best suit them
5. Provide proper recommendation and detailed comparison of insurance policies and their underlying inclusions & exclusions
6. Liasoning with insurance companies to negotiate competitive insurance premiums
7. Provide ongoing support to clients, answering questions and resolving issues
8. Scrutinise policy documents for correctness & ensure all clauses are incorporated (as requested by clients)
9. Generating maximum business with proper client satisfaction (no mis-selling)
10. Ensuring high persistency
11. Maintain & Update Sales MIS / Lead Tracker
12. Provide Renewal Support & Customer Retention
