TM - CRM - Kota

Role overview

This position focuses on driving insurance business from the assigned team while ensuring strong support to customers before and after the sale. The role is based in Kota, Rajasthan, and is centered on delivering steady quarter-on-quarter growth as well as meeting business targets.

Responsibilities

• Generate insurance business through the team assigned to this role.
• Provide coordinated pre-sales and post-sales support and service to clients.
• Meet premium and NOP targets to contribute to the organisation’s overall growth.
• Run sales and related processes efficiently to improve business output.
• Place the right people in the right roles at the right time to raise productivity.
• Choose and execute the most effective business acquisition approach to achieve a profitable business mix.
• Lead and manage the team to maintain performance and delivery.

Job challenges

This is an emerging channel that still needs to be built out. It requires significant effort in establishing the right people, processes, and structure. The front-line sales force also experiences high attrition, and finding strong talent is a challenge.

Key skills and competencies

• Relationship development
• Pre-sales support
• Post-sales service
• Stakeholder coordination
• Target tracking and achievement
• Process administration
• Business acquisition
• Persistency management
• Team leadership