Evaluate and review new medical insurance enquiries routed by the Sales Team. ○ Analyze the existing plans of the customers and ask for further requirements. ○ Prepare Quotations in ERP / CRM ○ Prepare comparisons based on benefits and rates; 5 comparison against each enquiry. ○ Followup with sales team regarding the feedback from clients. ○ Adequate revisions as per the feedback of the clients. ○ Classify high priority files based on criteria set. ○ Coordination & communication with Insurance company. ○ Take alternative quotes wherever required. ○ Update all discussions and follow ups on ERP / CRM. ○ Accept feedback from the client and work accordingly. ○ Handling Client complaints. ○ Coordination with Sales and Placement team. ○ Handling 7 – 10 clients quotations on daily basis. ○ Achieving avg. 20 new insurance confirmation on monthly basis. ○ Meeting with Clients. ○ Handling Key Accounts / Corporate Accounts directly assigned by Branch Manager.

Common ○ Developing a healthy and cordial relationship with the insurers we work with. ○ Developing a healthy and cordial relationship with the clients we work with. ○ Developing a healthy and cordial relationship with the team members & Account Handlers. ● Servicing ○ Assist team in Servicing of the account during the year ○ Respond to client queries during the year

Desired Candidate Profile

Bachelor’s/ diploma graduate with 1-3 years of related experience. Insurance preferably. ○ Insurance qualifications and certificates are a plus. Good comprehension of Medical insurance plans. ○ Excellent verbal and written communication skills in English. ○ Ability to build positive relationships with high levels of interpersonal skills. ○ Proficient in MS Office (Outlook, Excel, Word). ○ Team player, hard working, ambitious and driven to succeed. Client Management ○ Confidence and Ability to provide advice to the client. ○ Experience in delivering client-focused solutions and in creating long-lasting relationships. ○ Ability to convince clients and reason with them