Key Responsibilities:

1. Business Development & Sales

- Identify and acquire retail clients across M&M; and NonM&M; accounts for retail insurance products.
- Develop and execute sales strategies to meet assigned corporate sales targets.
- Generate leads through networking, referrals, industry connects, worksite marketing initiatives, and partnerships.
- Conduct worksite marketing programs, including onsite / virtual employee sessions, enrollment drives, and awareness campaigns.
- Drive conversion of employees from Group policies (GMC/GTL) to individual retail policies, ensuring smooth migration.
- Crosssell and upsell Health, Life, and Travel insurance products to corporate employees.

2. Worksite Marketing & Employee Engagement

- Plan and execute worksite marketing activities across corporate offices to promote retail insurance solutions.
- Conduct product presentations, demos, and Q&A; sessions for employees.
- Educate employees on policy features, benefits, exclusions, and suitability.
- Support HR teams during onboarding, renewal periods, and benefit communication initiatives.
- Act as a trusted advisor for employees seeking individual insurance solutions beyond group coverage.

3. SPOC for Employee Benefits (EB) Queries

- Act as Single Point of Contact (SPOC) for employee queries related to Employee Perks (EB) policies such as:
- Group Mediclaim (GMC)
- Group Personal Accident (GPA)
- Group Term Life (GTL)
- Guide, triage, and redirect EBrelated queries to appropriate internal teams (EB Ops, TPA, Insurers).
- Support escalation management for service and claimrelated issues, ensuring timely resolution.
- Coordinate with EB teams to ensure seamless employee experience without overlap or conflict.

4. Quotation, Policy Issuance & MIS

- Manage daytoday quotations for Health, Life, and Travel insurance.




- Coordinate with multiple insurers to obtain competitive quotes.
- Prepare and share QCR (Quote Comparison Reports) with clients.
- Ensure timely issuance of policies and monthly income booking in SAIBA.
- Maintain daily MIS for fresh and renewal business, including pipeline tracking.
- Handle renewals, endorsements, and policy servicing support.

5. Client & Stakeholder Management

- Conduct meetings and presentations with HR, Finance, Admin and other decisionmakers.
- Build and maintain longterm relationships for renewals and repeat business.
- Serve as the primary contact for retail insurance servicing for corporate clients.
- Coordinate with internal underwriting, operations, product, and claims teams for smooth execution.
- Monitor competitor offerings, market trends, and regulatory changes.

Key Competencies:

- Strategic and consultative selling mindset.
- Strong client relationship and stakeholder management skills.
- Excellent communication, presentation, and interpersonal skills.
- Ability to manage multiple stakeholders, products, and service dependencies.
- Targetdriven and resultoriented approach.
- Strong problemsolving and escalationhandling capability.
- Ability to analyze employee profiles to identify crosssell and upsell opportunities.

Skills & Qualifications

- Bachelors / Master’s degree in Business, Finance, Insurance, or related field.
- 10+ years of experience in corporate insurance sales, B2B financial services, or worksite marketing.
- Handson knowledge of Retail Health, Life, and Travel insurance products. Who can drive retail insurance growth through corporates
- Lead worksite marketing initiatives
- Working understanding of Employee Benefits (GMC/GTL/GPA) and EB servicing ecosystem.
- Experience in worksite marketing or employee engagement programs preferred.
- Robust negotiation, presentation, and stakeholder management skills.

📌 Senior Manager- Life And Health Product (Mumbai)
🏢 Mahindra Insurance Brokers (MIBL)
📍 Mumbai