CORPORATE ACCOUNT MANAGER
Experience
Salary
Location
Job Description
Key Responsibilities:
- Develop strong relationships with bank customers and identify their insurance needs through consultations and needs assessments
- Product Knowledge: Have an in-depth understanding of various insurance products and policies, and effectively communicate their features, benefits, and terms to customers
- Sales and Cross-Selling: Actively promote and sell insurance products to bank customers, utilizing cross-selling opportunities to increase insurance policy penetration
- Consultative Selling: Use a consultative approach to tailor insurance solutions to individual customer requirements, taking into account their financial situation and risk tolerance
- Quoting and Proposal: Prepare insurance quotes and proposals, explaining coverage options, premiums, and policy terms clearly to clients
- Documentation and Compliance: Ensure all documentation related to insurance transactions is accurately completed and compliant with regulatory requirements
- Customer Support: Provide ongoing support to customers, assisting with policy servicing, claims processing, and any inquiries or concerns
- Claims Handling: Guide customers through the insurance claims process, acting as an intermediary between the customer and the insurance company
- Relationship Management: Collaborate with bank staff, including relationship managers and financial advisors, to identify potential insurance opportunities and provide training on insurance products
- Market Research: Stay informed about industry trends, competitor products, and regulatory changes to remain competitive and compliant
- Targets and Goals: Meet or exceed sales targets, revenue goals, and performance metrics set by the bank and insurance partners.
If interested pls mail your resume on job.rspot@gmail.com or call on 7738298293.
Thanks and Regards,
Parul Soni
7738298293.
Designation
CORPORATE ACCOUNT MANAGER
Key Skills
Industry
Banking & Financial Services
Functional Area
Insurance
Employment Type
Full Time
Education
Bachelor Degree
Job Type
Work From Home
Assessment Details
Sales Manager Quiz
30 Minutes
Related Jobs
Back End Associate
HIRD
Join the HIRD team as a Full Time Back End Associate at Erekrut, specializing in Healthcare industry. We are s...
0-3 Lakhs
0-1 Years
Maharashtr..
B2B Lead Gen...
Sales Associate
Bz Consultants
Join the BZ Consultants team as a Full Time Sales Associate at Erekrut, specializing in Retail Business indust...
6-10 Lakhs
1-3 Years
Maharashtr..
B2B Lead Gen...
Senior Graphic Designer
Option Print
Join the Option Print team as a Full Time Senior Graphic Designer at Erekrut, specializing in Packaging indust...
3-6 Lakhs
1-3 Years
Maharashtr..
B2B Lead Gen...
Sales Manager
Bz Consultants
Join the team as a Full Time Sales Manager on Erekrut, specializing in Sales Manager in the Retail Business i...
6-10 Lakhs
4-6 Years
Maharashtr..
B2B Lead Gen...
Territory Manager – Sale...
Bz Consultants
Join the team as a Full Time Territory Manager - Inside Sales on Erekrut, specializing in Territory Manager -...
10-15 Lakhs
7-10 Years
Maharashtr..
B2B Lead Gen...
Customer Support Executive
Option Print
Join the Option Print team as a Full Time Customer Support Executive at Erekrut, specializing in Retail indust...
0-3 Lakhs
0-1 Years
Maharashtr..
B2B Lead Gen...
Relationship Manager
Blinc 360
Join the Rupeek team as a Full Time Relationship Manager at Erekrut, specializing in Financial Service industr...
0-3 Lakhs
1-3 Years
Chandigarh..
B2B Lead Gen...
