1. Drive new business development through prospecting, networking, referrals, and market mapping.
2. Manage and improve client retention and renewal rates.
3. Identify opportunities for cross-selling and upselling of insurance products.
4. Generate leads and convert prospects into business.
5. Build and maintain strong relationships with existing and prospective clients.
6. Achieve monthly, quarterly, and annual sales and revenue targets.
7. Monitor the sales pipeline and ensure timely follow-ups and closures.
8. Coordinate with Underwriting, Claims, Servicing, and Operations teams for smooth client servicing.
9. Ensure proper CRM updating, documentation, and sales process hygiene.
10. Track team performance and guide team members towards achieving targets.
11. Prepare and share regular MIS, sales, renewal, and revenue reports with management.
12. Handle key client escalations and ensure timely resolution.
13. Conduct market analysis and identify potential business opportunities.
Preferred candidate profile
- Graduate in any discipline.
- Valuable communication and interpersonal skills.
- Presentable, confident, and target-oriented.
- Willingness to travel for field sales.