- Manage and retain existing corporate clients.
- Handle servicing for Employee Benefits and Non-EB insurance accounts.
- Achieve revenue, yield, upselling and cross-selling targets.
- Coordinate with insurance companies and TPAs for pricing, claims/service issues and policy requirements.
- Support the sales team in acquiring new corporate clients.
- Build robust relationships with HR, Finance, decision-makers and other corporate stakeholders.
- Conduct regular monthly/quarterly/annual client reviews and present policy performance.
- Suggest new insurance products, services and wellness solutions to clients.
- Maintain relationships with TPAs and insurers to ensure smooth service delivery.
- Work with Analytics and Consulting teams for client advisory.
- Maintain revenue records in SAIBA and use internal tools such as LKP/TMIBASL.
- Support and mentor team members when required.
Preferred candidate profile 2+ Years Experience in EB-Client Servicing.