Corporate Account Manager

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 or call on .

Thanks and Regards

Parul Soni

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CORPORATE ACCOUNT MANAGER

Banking & Financial Services

Insurance

Full Time

Bachelor Degree

Work From Home