Team Leader, Client Management

1-3 Years

This job is no longer accepting applications

Job Description

To ensure team members deliver on assigned goals through active monitoring.
Proactively identify and secure new leads in the commercial vehicle and non-motor insurance markets.
Conduct telemarketing activities, perform follow-ups, and schedule client meetings.
Propose customized insurance solutions that align with each client's unique needs.
Develop and sustain strong, long-term relationships with business clients.
Act as the key liaison, providing timely support, advice, and problem resolution.
Travel to client sites, attend business events, and engage with industry stakeholders to grow the business network.
Utilize personal and professional networks to generate new business opportunities and referrals.
Maintain detailed records of client interactions, sales activities, and business pipeline using CRM tools.
Prepare and submit accurate sales reports, projections, and market insights to management.
Ensure all insurance offerings are compliant with industry standards, internal policies, and regulatory guidelines.
Continuously update knowledge of market trends, competitors, and new product offerings.
Perform additional duties or special projects as directed by the Management.
Respond flexibly to changing business needs and contribute to ongoing insurance initiatives in both commercial vehicle and non-motor segments.
Collaborate across departments to enhance customer experience and operational efficiency.

Requirements