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.
• Positive 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 fie