Role Purpose The Corporate Sales Role drives business growth by engaging corporate clients, understanding their risks, and delivering tailored insurance solutions.

Key Expectations of the Role

1. Client Relationship Management

- Build and maintain strong relationships with corporate clients by understanding their insurance needs.
- Serve as the primary contact for client queries and support.

2. Sales Target Achievement

- Achieve sales targets by identifying new opportunities and upselling to existing clients.
- Implement effective sales strategies to drive revenue.

3. Market Analysis and Prospecting

- Conduct market research to identify potential clients and industry trends.
- Prospect and analyze client risk profiles to create tailored proposals.

4. Policy Presentation and Negotiation

- Deliver clear presentations explaining insurance solutions and negotiate policy terms.
- Work with underwriters to secure favorable terms.

5. Documentation and Compliance

- Maintain accurate policy and client documentation as per company and regulatory standards.
- Ensure full compliance in all client transactions.

Competencies Required for the Role

1. Sales Acumen

- Strong skills in prospecting, engagement, negotiation,



and closing deals.
- Valuable understanding of insurance products and competition.

2. Communication and Influencing Skills

- Excellent communication and interpersonal abilities to influence client decisions.
- Ability to simplify complex insurance concepts.

3. Customer Focus

- Client‑centric approach with strong listening and problem‑solving skills.
- Provides solutions aligned with client needs.

4. Strategic Thinking and Planning

- Ability to identify long‑term opportunities and plan effectively.
- Develops and executes action plans to exceed targets.

5. Interpersonal Skills

- Strong relationship‑building, negotiation, and presentation abilities.

Personal Qualifications

- Education: Bachelor’s degree in business, marketing, insurance, finance, or related fields preferred.
- Experience: Experience in corporate sales, business development, or insurance broking is beneficial.
- Certifications: Sales, business development, or insurance broking certifications add value.
- Technology Proficiency: Skilled with CRM tools and Microsoft Office (Word, Excel, PowerPoint).

📌 Corporate Sales - Delhi (Gurugram)
🏢 Anand Rathi Insurance Brokers
📍 Gurugram