Senior Channel Sales Manager Financial Institutions
Job Summary
- Acquire new clients through referrals networking and direct sales activities.
- Generate business across General Insurance and Health Insurance products.
- Identify customer insurance needs and propose appropriate risk solutions.
- Achieve monthly and annual premium targets.
- Build and maintain strong relationships with existing clients.
- Conduct regular client meetings and portfolio reviews.
- Ensure high levels of customer satisfaction and retention.
- Analyze client risk exposure and recommend suitable insurance coverage.
- Compare products from multiple insurers and provide the best solutions.
- Assist clients in policy selection renewal and endorsement activities.
- Coordinate with insurance companies for quotations underwriting approvals and policy issuance.
- Ensure timely policy documentation and renewal follow-ups.
- Support clients during claim intimation and settlement processes.
- Ensure compliance with IRDAI regulations and company policies.
- Maintain accurate client records and documentation.
- Prepare MIS and business reports as required.
Required Experience:
Manager
About Company
Buy/Renew car, bike, travel, health insurance online instantly with Tata AIG. Insurance with low premium & minimal paperwork. Great savings on insurance. ✓ 20+ yrs in service with Trust of TATA ✓ 5 Cr+ Customers Served ✓ 98% Claim Settlement Ratio FY 19-20 ✓ Instant Policy Online. ... View more