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Business Development-Retail(Transporter Fleet) @ Salasar Services

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 Business Development-Retail(Transporter Fleet)

Job Description

Job Responsibilities:

Financial

  • Increase reach and market share by adding new clients in the desired segment to the Organization's portfolio
  • Achieve financial targets articulated in the strategic plans of the Organization in terms of the brokerage earned through
  • o Conversions of new clients
  • o Retention of existing clients (up to at least the 2nd year)
  • o Support of specialist vertical budgets

    • Business Process

  • Create potential databases from insurers and other sources
  • Collection of Fleet Details, dealers tie up for commercial vehicles, private vehicles etc.
  • Submission of RFQ to the insurance company's jointly with CSC
  • Obtain and submit quote to the client within timeline
  • Ensuring issuing & delivering of insurance policies
  • Obtain policy papers from existing and potential clients
  • Conduct thorough analysis of Policy Portfolio of existing and potential clients with inputs from the underwriting and claims department to verify that the client has adequate coverage and best of rates and prepare offerings to bridge gaps
  • Interface with claims team and service claims to gain confidence and pitch for new business by taking over the responsibility of enabling the client to get pending claims
  • Engage in discussion and sharing notes with other departments to leverage individual strengths
  • Participate in monthly meetings to discuss key accounts, strategic initiatives, market trends

    • Customer

  • Send introductory mails or letters, call for appointment before the initial meeting and send thank you note and brochure to all prospective clients after the same.
  • Meet prospective new clients
  • Ensure resolution of client queries / grievances immediately to ensure
  • Ensure escalation to management by clients for bad service/ delay in service
  • Submit portfolio analysis report to prospective clients
  • Make client lists and visit key existing clients on a periodical basis
  • Get insurance policies issued in favor of the clients in coordination with the underwriting team and deliver the same to the clients
  • Collect premium cheques on time
  • Ensure best possible client service with respect to all new clients by
  • Checking during 1st year with the underwriting team about the status of the renewal notice and progress of the renewal process
  • Ensuring claims are serviced to enable settlement of claims
  • Classify potential customers into A-B-C category and implement the following action:
  • o Cater to all requirements through close liaising with respect to A category and close
  • o Liaise with B category to convert the leads
  • o Maintain the C category in the database and schedule follow-up
  • Provide Information to the management on large accounts for advice and interface in order to close account
  • Submit MIS (budget track sheet / wins & mandates) to Finance & Accounts department
  • Submit activity report (WTD/ MTD) with analysis & comments to the management
  • Issue newsletters to customers

    • People Growth

  • Acquire product knowledge and always keep self-updated with latest variations in product offerings
  • Attend training sessions (external/ internal) and working on on-job assignments to implement new learning
  • Conduct training sessions for marketing team as well underwriting and claims teams for improving client interactions
  • Set objectives, review and evaluate performance periodically and give feedback

    • Perform all such duties which are required to be performed by this position in an insurance broking house in general course and to perform all such duties and carry out all such responsibilities so delegated or asked to be performed by the Designated Authority from time to time


    Required Candidate profile

    Candidate should have hands on experience in Transporter Fleet business, New Business Acquisition ,Dealer Tie ups.Knowledge of Commercial Vehicles is preferred.

    Job Classification

    Industry: Insurance
    Functional Area: Sales, Retail, Business Development,
    Role Category: Retail Sales
    Role: Retail Sales
    Employement Type: Full time

    Education

    Under Graduation: Any Graduate in Any Specialization
    Post Graduation: Any Postgraduate in Any Specialization
    Doctorate: Doctorate Not Required

    Contact Details:

    Company: Salasar Services
    Location(s): Bhubaneswar
    Website: http://www.salasarservices.com//

    + View Contact

    Keyskills:   marketing strategic initiatives new business client servicing insurance broking key accounts Commercial Vehicle Dealer tieup Transporter Fleet Dealer Development

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    ₹ 3,00,000 - 6,00,000 P.A

    Salasar Services

    Salasar is an insurance and reinsurance broking firm licensed by the Insurance Regulatory and Development Authority (IRDA) vide Licence No. 143 valid up to 3rd April,2021 . One of the largest broking firms in India, with a leadership position in the East, we partner almost all reputed insurance comp...

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