Sr. Manager/Associate Partner- Direct Sales

Summary-

Fresh team sales persons may focus on select industry segments or products or may have a geographic focus. The person will have deep knowledge of commercial insurances such as employee benefit, property and liability insurances. The person has the primary responsibility of building and maintaining a relationship with clients.  Once a new client is acquired, the person has to support the transition, over a one year period, to the retention team.

ROLES & RESPONSIBILITY:

1.  Actively manage the sales process: lead generation, credentials pitch, consultative questioning, solutions pitch, negotiations, and closing Lead and be accountable for all client proposals, contracts and any other documentation following company


2. Create compelling profit objectives and maximize cross-selling opportunities by keeping up-to- date with the new product developments and This includes conducting revenue analysis of current business partners, of the channel.


3. Develop overall BD strategic action plans to ensure achievement of revenue targets including market intelligence, business segmentation, competitor analysis and customizing our value


4. Work with underwriters to design and negotiate products relevant to the Leverage prevailing best practices to deliver optimal solution for the client Coordinate with marketing team for lead generation through various channels. Work with affinity channel to deliver exclusive insurance program for them.


5. Map potential prospects in allocated Estimate profit pool for each sub-segment and develop a tailored outreach strategy and nuanced proposition for specific customer segments.Work with servicing team to develop and deliver client engagement plan. Identify prevalent value added services for each LOBs and ensure smooth delivery


6. Report achievement vis-a-vis plan on periodic basis to management Maintain MIS on key performance indicators