About Company
Our client is a leading mid- market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services.
Roles & Responsibilities:
– Lead the business in driving Non – EB vertical with P/L responsibility focusing on core non EB areas of Property,Liability,Miscellaneous & Marine
– Developing new clients and servicing existing clients in the non -EB space
– Would be required to analyse the client landscape, doing gap analysis of the existing insurance programs, suggesting better terms and cost optimization measures
– Assisting the client with enterprise level risk management solution focusing the complete insurance portfolio
– Interacting with the risk underwriting markets and sourcing the best solutions for our clients.
– Ensuring all the documentations and policy issuance is as per proper compliance
– Renewal tracking and ensuring timely reminders are sent to the clients for premium payment to ensure insurance continuity
– Providing continuous assistance to our clients about any query related to claims
– Coordination with all the internal stakeholders for execution of deliverables for the clients
– End to End monitoring and execution of responsibilities i.e. On boarding to renewal of clients
– Update and educate oneself continuously on happenings in market place, local environment, opportunities etc. which have direct bearing on local operations
– Ensure all necessary knowledge enhancement efforts (including certifications wherever applicable)
– Determines marketing and BD strategies to achieve profitability and market share and seize market opportunities of deals
– Entrepreneurial attitude driven execution of desired objectives
– Strengthen firm’s relationship at Senior Management level with the existing clients.
Requirements:
– 12+ years of experience in Insurance sector with at least 6-7 years in General Insurance Broking
– MBA (Finance/ Marketing)/ CA / Insurance degree would be an added advantage
– Broking/Sales: Relationship management focusing on mid-sized & large corporates.
– Domain knowledge on Non-EB lines of Property, Liability, Miscellaneous & Marine
– Hands on Experience on risk inspection & survey etc. ancillary to the subject & good connection with the insurance eco system
– Excellent Relationship Management skills – prospecting, signing new relationships, nurturing existing ones and deepening the effort for incremental asset growth
– Ability to effectively network across markets and generate potential business leads
– Design value proposition/ client acquisition pitches and knack of closing deals efficiently
– Team handling experience and track record of working remotely and unsupervised
– Extensive Corporate client handling & transaction closure experience
– Ability to handle diverse type of Clients /Mid to Large Corporates
– Strong blend of analytical thinking and operations execution
– Excellent eye for details, interpersonal and communication skills
– BQP (Broker Qualified Person) certification
– Maintain a positive attitude focused on customer satisfaction
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