Corporate Sales Manager

Role Purpose

The Corporate Sales Role drives business growth by engaging corporate clients, understanding their risks, and delivering tailored insurance solutions.

Key Expectations of the Role

1. Client Relationship Management

• Build and maintain strong relationships with corporate clients by understanding their insurance needs.
• Serve as the primary contact for client queries and support.

2. Sales Target Achievement

• Achieve sales targets by identifying new opportunities and upselling to existing clients.
• Implement effective sales strategies to drive revenue.

3. Market Analysis and Prospecting

• Conduct market research to identify potential clients and industry trends.
• Prospect and analyze client risk profiles to create tailored proposals.

4. Policy Presentation and Negotiation

• Deliver clear presentations explaining insurance solutions and negotiate policy terms.
• Work with underwriters to secure favorable terms.

5. Documentation and Compliance

• Maintain accurate policy and client documentation as per company and regulatory standards.
• Ensure full compliance in all client transactions.

Competencies Required for the Role

1. Sales Acumen

• Strong skills in prospecting, engagement, negotiation, and closing deals.
• Good understanding of insurance products and competition.

2. Communication and Influencing Skills

• Excellent communication and interpersonal abilities to influence client decisions.
• Ability to simplify complex insurance concepts.

3. Customer Focus

• Clientcentric approach with strong listening and problemsolving skills.
• Provides solutions aligned with client needs.

4. Strategic Thinking and Planning

• Ability to identify longterm opportunities and plan effectively.
• Develops and executes action plans to exceed targets.

5. Interpersonal Skills

• Strong relationshipbuilding, negotiation, and presentation abilities.

Personal Qualifications

• Education: Bachelors degree in business, marketing, insurance, finance, or related fields preferred.
• Experience: Experience in corporate sales, business development, or insurance is beneficial.
• Certifications: Sales, business development, or insurance broking certifications add value.
• Technology Proficiency: Skilled with CRM tools and Microsoft Office (Word, Excel, PowerPoint).