About the job

Location : Bengaluru

Education : Post-Graduate, an IRDAI licentiate certificate, Insurance professional qualifications will be an added advantage

Experience : 6 + years

Job Dimensions (role and responsibilities):

- This will be primarily an individual contributor role reporting to the location leader with no team management role envisaged (except where specifically communicated).

- The client management team members will however work closely with the client services team allocated (by the location leader) to ensure the quality delivery of client services.

- Responsible for meeting renewal business broking revenues according to annual targets and for completing/handling employee benefit insurance renewals for all existing clients under their purview.

- Will also be responsible for generating cross-sell business revenues as per annual targets from existing clients serviced by the employee.

- Develop and implement client renewal processes per agreed timeline and established process, including negotiating premiums.

- Develop and implement client benefits strategy according to client principles for accurate implementation.

- Will need to lead and conclude all legal documentation like NDA, Broker Services Agreement, SLAs, TOBA and enable / conclude all discussions with the respective legal teams.

- Will be primarily responsible for initiating, handling and maintaining positive relationships with all collaborators at the client end in a structured manner.

- Will acts as the client steward and initiate all stewardship activities relating to the account in a timely manner.

- Provide all client consulting services such as benchmarking, claims reviews, and projects with support from Location Leader.

- Will collaborate closely with clients at various levels to understand their needs in detail and ensure that they are appropriately advised on every area of employee benefits and make a final recommendation of service providers that suit the client needs optimally.

- Will utilise presence of Location leader/ Experienced CRM as appropriate during discussions.

- Will develop consulting expertise in the identified client industry/segment (if) allocated and identify and develop new business opportunities within that segment with other colleagues identified as part of the team.

- Will implement all strategy-led wellness initiatives with the assistance of the health promotion team

- Will work closely with other colleagues supporting the client and ensure that all relevant updates on that clients are circulated to all.

- Will complete any specific projects related to the development of the H&B practice as assigned

Key Performance Indicators:

- They will primarily be vested with the responsibility of handling the client relationships under their purview, be accountable for revenue and cross sell responsibilities

- Work alongside the client services team to ensure that client happiness is maintained

Skills and Demeanor:

- Effective communication, presentation, consultative selling, advising, and negotiation skills

- Solid understanding of the insurance benefits market in India primarily with some knowledge of international trends

- Possesses a consulting approach, strong analytical abilities, a competitive spirit, is a phenomenal teammate, and values teamwork

- Ability to manage and excel in ambiguous situations and be a quick learner

- Worked with small and medium accounts with multifaceted expectations

- Multifaceted self- motivated teammate with a track record

- Proven Relationship Leadership skills

- Evidence of having continuously upgraded one's knowledge base through seminar, training, reading etc. to ensure distinctive client value