Client Relationship Manager - Employee Benefits

Role Purpose

The purpose of the Corporate Sales- Employee Benefit Practice Role is to drive business growth in Employee benefit practice by actively engaging with corporate clients, understanding their risk profiles, and offering insurance solutions that align with their business objectives. The role involves establishing strong client relationships, meeting sales targets, and ensuring client satisfaction.

Key Expectations of the Role

Client Relationship Management :

• Build and maintain strong relationships with corporate clients by understanding their insurance needs and offering tailored solutions.
• Act as the main point of contact for clients, ensuring timely responses to inquiries and concerns.

Sales Target Achievement :

Market Analysis and Prospecting :

Policy Presentation and Negotiation :

Documentation and Compliance :

Personal Qualifications