Zonal Head - Sales

Talent Leads Consultants
  • Mumbai
  • Confidential
  • 9-14 years
  • Views
  • 23 Jan 2018

  • Sales & Marketing

  • Insurance
Job Description

Zonal Head - Sales - Insurance Broking - West (9-14 yrs) - Looking for B2b Sales candidate. - Looking only from broking firm. - Very strong Client and Insurer Relationships - Dedicated Claims and Employee Benefit desks - A focussed Business Development Professional - 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


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