Relationship Manager Corporate Business - Broking

• New Client Acquisition and Onboarding
  

? Drive sales based on implementation of the annual plan by market mapping and subsequently identifying and acquiring corporate clients.
? Conduct initial rounds of negotiation on commercial terms as well as service levels.
? Handhold as well as represent the client through the entire process of tie up with support of reporting manager.
? Claim review with client on monthly basis
? Comparatives quotes analysis with client with value addition from company.

• Client Management
  

? Interact periodically with Key Stakeholders for both existing and potential clients to build relationship and identify new business opportunity.
? Analyze data and chart out plans to increase revenue by looking at business potential, Loss Ratio History, competition tracking, etc.
? Build Long term relations with existing clients by understanding requirements and assist in resolving escalated issues.
? Engage in comparatives quote analysis of the competition with client and highlight value proposition from company.
? Continuously engage with the clients by organizing Wellness activities as part of value add.

• Internal Operation
  

? Initiating Gap analysis / Policy audit in coordination with underwriting, operation and back office support for business augmentation.
? Resolve service issues in the best possible manner in coordination with cross functional team/s.
? Ensure inwarding, policy issuance, dispatch are done as per agreed timelines.
? Actively involved in the leg work for best representation of a deal to the underwriters for generating competitive quote
Preparation of business reports as per requirement for Management reporting on clients and the market.